Precious metals markets are increasingly driven by liquidity, positioning and balance sheet constraints as much as by traditional supply and demand. Movements in vault inventories, lease rates and forward curves often provide early signals of tightening conditions, dislocations or shifts in investor behaviour.

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…