- Story Log
| User | Time | Action Performed |
|---|---|---|
-
Drop in South African mine output squeezing global Platinum supply
Declining South African mine output is contributing to the structural deficit in the platinum market, and the situation isn’t likely to improve soon. Platinum demand outstripped supply for the third straight year in 2024. Platinum offtake outpaced supply by 995,000 ounces last year. That was 46 percent higher than forecast. The World Platinum Investment Council projects another market deficit of around 848,000 ounces in 2025. Above-ground stocks of platinum fell by 23 percent in 2024 and are expected to drop another 25 percent this year. This represents less than four months of demand. A drop in South African ... (full story)
- Comments / Top
- Subscribe
-
- Older Stories
- From cnbc.com|Aug 25, 2025|4 comments
President Donald Trump vowed Monday to impose “substantial” new tariffs and restrict U.S. chip exports for all countries that do not remove digital taxes and related regulations. ...
From rba.gov.au|Aug 25, 2025Members commenced their discussion of international financial conditions with the observation that prices of risky financial assets had remained buoyant, despite continued elevated uncertainty over future tariff policies and the global economic outlook. Equity prices had reached new highs, and equity risk premia and corporate bond spreads remained low, including in Australia. Members noted that it was possible these developments could be justified by fundamentals, including: company earnings reports having generally been positive; fiscal policy settings being broadly supportive of economic activity (particularly in the United States); retaliation against US tariffs having been somewhat lower than initially feared; and a recognition that global monetary policy could provide further support to economic activity if needed. However, an alternative view was that financial markets were too sanguine about risks. If so, sufficiently material or persistent news that contradicted the benign outlook currently priced in by financial markets could trigger heightened risk aversion and a sharp correction in asset prices. Members noted that market participants expected further monetary policy easing in several developed economies, including the United States, the United Kingdom and Australia. In the United States, inflation had remained stable and unemployment was still close to historical lows despite a recent slowing in employment growth. However, tariff and immigration policies and fiscal settings were creating various risks to US inflation and unemployment, at least in the near term. Meanwhile, the Bank of England had reduced its policy rate in August and signalled a gradual and careful approach to further easing, amid upward revisions to its inflation and near-term unemployment forecasts. By contrast, central banks in the euro area, Canada and New Zealand had already reduced interest rates significantly and markets were pricing in only limited further easing by these central banks. In sovereign bond markets in advanced economies, 10-year bond yields had remained broadly unchanged over the previous 12 months, despite some shorter term volatility. However, 30-year bond yields had gradually trended higher in several economies – including the United States, Germany, the United Kingdom and Japan. This was consistent with term premia rising in response to prospects for large def RBA Warns Quicker Rate Cuts Could Be Needed If Labour Market Near Equilibrium and Inflation Lags RBA Minutes: Pace Of Rate Cuts Would Be Determined By Incoming Data, Balance Of Global Risks - Saw Several Arguments For A Gradual Pace Of Easing, And Arguments For A Faster Pace - Labour Market Still Little Tight, Inflation Still Above Midpoint, Domestic Demand Recovering RBA Minutes: Board Saw Strong Case For 25Bps Cut In Cash Rate - Board Judged Some Further Reduction In Cash Rate Likely Needed Over Coming Year - Board Judged Stance Of Policy Was Still Somewhat Restrictive
From cnbc.com|Aug 25, 2025|11 commentsPresident Donald Trump on Monday fired Federal Reserve Governor Lisa Cook, according to a letter on his Truth Social, an unprecedented move and a significant escalation of his ...
-
- Newer Stories
From cnbc.com|Aug 25, 2025|9 commentsU.S. President Donald Trump on Monday stateside warned of steeper tariffs on China if exports of rare-earth magnets were curbed, threatening a precarious trade truce between the ...
From star-telegram.com|Aug 25, 2025An option is a financial instrument whose value is tied to an underlying asset; this is known as a derivative. Instead of buying an asset, such as company stock, outright, an ...
From brecorder.com|Aug 26, 2025|3 commentsThe dollar and longer-dated U.S. Treasuries slid on Tuesday after President Donald Trump announced he was firing a Federal Reserve governor, an unprecedented move that further ...
- Story Stats
- Aug 25, 2025 9:58pm Posted byFundamental Analysis270
- Device
- URL
- Screenshot Press CTRL+V
- You have reached the maximum number of attachments allowed per post.
- Attached Images
- Attached Files