
Institutional-grade precious metals intelligence blending flows, vault data, and forward/lease dynamics into clear insights. Monthly flagship note supported by high-frequency updates, highlighting liquidity shifts, positioning, and relative value across gold, silver and PGMs.
Precious metals markets are increasingly driven by liquidity, positioning and balance sheet constraints as much as by traditional supply and demand.
This channel is designed to give market participants a clear, actionable view of these dynamics across gold, silver, platinum and palladium, combining data-driven analysis with practical market interpretation.
Monthly Precious Briefing
Flagship report providing a structured overview of market conditions. Covers price action, forward curve structure, lease rates, relative value across metals, and key macro drivers. Focus is on identifying actionable themes, dislocations and trade ideas.
Vault & Inventory Updates (Weekly / Bi-weekly)
Tracking of exchange and Loco London vault movements, highlighting inflows/outflows, concentration trends and potential signals of physical tightness or easing conditions.
Central Bank Gold Insights
Ad-hoc market updates on central banks’ activity in gold
And more…
Included in this channel