Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Omistukset
Päivitetty 31.7.2026
Jakauma
- Osakkeet95%
- Muut4,5%
- Lyhyt korko0,6%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
19 min sittenWhen the Bond Market Alarm Could Become Bullish for Silver The US 30-year Treasury yield has risen to around 5.33%, its highest level since 2007, while the 10-year yield is near 4.74%. Higher oil prices, persistent inflation concerns and large US fiscal deficits are contributing to the rise in long-term yields. In the short term, this is a headwind for silver. However, the longer-term implications could be very different. If long-term yields continue rising because investors demand greater compensation for inflation, debt and fiscal risk, confidence in US Treasuries and the dollar could weaken. That is the combination I am watching closely: High oil prices + persistent inflation + rising debt + a weaker dollar = potentially very bullish for silver. Silver also benefits from structural industrial demand, particularly from solar energy, electronics and other high-tech applications. Therefore, today’s rise in bond yields could initially pressure silver, but potentially become a tailwind if markets begin to focus more heavily on inflation, debt sustainability and declining purchasing power. This is my personal market assessment, not investment advice. Disclaimer: This post was written with the assistance of AI. The analysis and conclusions are my own and should not be considered financial advice. Sources: DN: https://www.dn.no/borskommentar/vakner-ikke-investorene-av-denne-alarmen-er-de-stokk-dove-pa-begge-orer/2-1-2030437 Reuters: https://www.reuters.com/business/us-30-year-yields-hit-highest-level-since-2007-war-oil-worries-fester-2026-08-18/ Reuters: https://www.reuters.com/world/africa/dollar-feeble-rate-hike-bets-dwindle-iran-war-worries-grow-2026-08-18/ CBO: https://www.cbo.gov/publication/62105
·1 t sittenhmm, tomorrow will be an exciting day! either the interest rate goes down, which drives the silver price up! or they probably keep it the same. Since the job numbers were not good. Today it looks like the market is not entirely sure what will happen tomorrow. as silver and gold are falling today.- 3 t sittenUS Out of Options on Iran: What It Actually Means for Silver SEB's chief commodities analyst Bjarne Schieldrop delivered a stark read on the US Iran standoff this week. The truce agreement lapsed Monday with no replacement in sight, Washington is leaning on economic sanctions Schieldrop expects to fail outright, and he flags a shortage of munitions constraining further US strikes on Iran. Trump has meanwhile floated the Strait of Hormuz becoming US controlled territory, a claim Tehran dismissed as something that cannot be settled with a tweet. Taken together, this looks less like a fresh escalation and more like confirmation that the conflict has become a genuine stalemate. For silver, the transmission through the usual channel, geopolitics to oil to inflation expectations to the Fed to real rates, looks muted for now. Brent is trading in the high 80s, elevated relative to pre war levels but well off its spring peaks, as Gulf producers continue moving crude through the strait covertly and stockpile drawdowns absorb the disruption. Without a genuine oil shock, the inflation channel that made Iran headlines bearish for silver between April and June simply is not firing. What is actually moving silver right now is dollar weakness and fading expectations for further Fed hikes under Warsh, with markets positioning ahead of the FOMC minutes and his Jackson Hole remarks. Spot silver sits around 65 to 67 dollars, up roughly 17 percent over the past month, a move that has had little to do with Iran headlines directly. The ammunition constraint Schieldrop describes is arguably the most silver relevant detail in the piece. If the US genuinely cannot sustain strike tempo, near term escalation risk falls, which removes one path to an oil driven inflation surprise and leaves the dollar and rates story to keep doing the work supporting silver. The tail risk sits on the other side: if Trump acts on the Hormuz control rhetoric rather than just stating it, oil and inflation expectations could move quickly, and the April to June pattern where geopolitical risk turned counterintuitively bearish for silver through the real rate channel could repeat. Where do you see this heading, sanctions that quietly fail and a slow grind toward a negotiated reopening of Hormuz, or an actual attempt at enforcing control over the strait? Disclaimer: This post reflects my own analysis and is not investment advice. I hold a position in AuAg Silver Bullet and my views may be biased accordingly. Do your own research before investing. Written with assistance of AI. Sources: https://www.dn.no/olje/usa/iran/midtosten/sjefanalytiker-usa-har-ingen-alternativer-igjen/2-1-2029806https://www.jmbullion.com/charts/silver-prices/https://tradingeconomics.com/commodity/silverhttps://www.aljazeera.com/economy/2026/8/12/oil-prices-rise-as-attacks-dent-hopes-for-strait-of-hormuz-reopeninghttps://www.cnbc.com/2026/08/11/hormuz-oil-prices-us-iran.html
- 6 t sittenSilver Slips Below $66 as Jackson Hole and FOMC Minutes Loom Silver trades at $65.21 an ounce, down 1.16% on the day and 0.93% for the week, per Nordnet's feed, leaving it down 10.23% year to date but still up 72.22% over twelve months. The pullback follows a broad correction in precious metals as investors take profit after the recent rally, while rising oil prices keep inflation concerns alive. Investtech's technical read places silver futures in a medium term falling trend channel since January's peak, with the market accepting progressively lower highs and lows. Price recently tested resistance at $70 from below, still inside the channel bounded by support at $56 and resistance at $90. The fundamental picture is mixed. Prospects for a new US Iran deal have dimmed after Trump said he would not extend the interim agreement, pushing oil higher. Against that, Fed rate hike odds keep fading on weak US data, with markets now pricing the Fed on hold in September and largely pricing out a hike by year end, down from near 50% a week ago. Investors await the July FOMC minutes, due Wednesday August 19, and Chair Kevin Warsh's Jackson Hole speech the same week for the next signal on rates. Solid industrial demand from the energy transition, solar, EVs, and AI data centers remains a support. Is this pullback a pause before another run at $70, or the start of a move toward $56 support inside the falling channel? Where do you see the balance between the technicals and the fundamentals right now? Sources: https://tradingeconomics.com/commodity/silverhttps://www.investtech.com Disclaimer: I hold a position in AuAg Silver Bullet. This post was written with AI assistance.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Omistukset
Päivitetty 31.7.2026
Jakauma
- Osakkeet95%
- Muut4,5%
- Lyhyt korko0,6%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 19 min sittenWhen the Bond Market Alarm Could Become Bullish for Silver The US 30-year Treasury yield has risen to around 5.33%, its highest level since 2007, while the 10-year yield is near 4.74%. Higher oil prices, persistent inflation concerns and large US fiscal deficits are contributing to the rise in long-term yields. In the short term, this is a headwind for silver. However, the longer-term implications could be very different. If long-term yields continue rising because investors demand greater compensation for inflation, debt and fiscal risk, confidence in US Treasuries and the dollar could weaken. That is the combination I am watching closely: High oil prices + persistent inflation + rising debt + a weaker dollar = potentially very bullish for silver. Silver also benefits from structural industrial demand, particularly from solar energy, electronics and other high-tech applications. Therefore, today’s rise in bond yields could initially pressure silver, but potentially become a tailwind if markets begin to focus more heavily on inflation, debt sustainability and declining purchasing power. This is my personal market assessment, not investment advice. Disclaimer: This post was written with the assistance of AI. The analysis and conclusions are my own and should not be considered financial advice. Sources: DN: https://www.dn.no/borskommentar/vakner-ikke-investorene-av-denne-alarmen-er-de-stokk-dove-pa-begge-orer/2-1-2030437 Reuters: https://www.reuters.com/business/us-30-year-yields-hit-highest-level-since-2007-war-oil-worries-fester-2026-08-18/ Reuters: https://www.reuters.com/world/africa/dollar-feeble-rate-hike-bets-dwindle-iran-war-worries-grow-2026-08-18/ CBO: https://www.cbo.gov/publication/62105
- ·1 t sittenhmm, tomorrow will be an exciting day! either the interest rate goes down, which drives the silver price up! or they probably keep it the same. Since the job numbers were not good. Today it looks like the market is not entirely sure what will happen tomorrow. as silver and gold are falling today.
- 3 t sittenUS Out of Options on Iran: What It Actually Means for Silver SEB's chief commodities analyst Bjarne Schieldrop delivered a stark read on the US Iran standoff this week. The truce agreement lapsed Monday with no replacement in sight, Washington is leaning on economic sanctions Schieldrop expects to fail outright, and he flags a shortage of munitions constraining further US strikes on Iran. Trump has meanwhile floated the Strait of Hormuz becoming US controlled territory, a claim Tehran dismissed as something that cannot be settled with a tweet. Taken together, this looks less like a fresh escalation and more like confirmation that the conflict has become a genuine stalemate. For silver, the transmission through the usual channel, geopolitics to oil to inflation expectations to the Fed to real rates, looks muted for now. Brent is trading in the high 80s, elevated relative to pre war levels but well off its spring peaks, as Gulf producers continue moving crude through the strait covertly and stockpile drawdowns absorb the disruption. Without a genuine oil shock, the inflation channel that made Iran headlines bearish for silver between April and June simply is not firing. What is actually moving silver right now is dollar weakness and fading expectations for further Fed hikes under Warsh, with markets positioning ahead of the FOMC minutes and his Jackson Hole remarks. Spot silver sits around 65 to 67 dollars, up roughly 17 percent over the past month, a move that has had little to do with Iran headlines directly. The ammunition constraint Schieldrop describes is arguably the most silver relevant detail in the piece. If the US genuinely cannot sustain strike tempo, near term escalation risk falls, which removes one path to an oil driven inflation surprise and leaves the dollar and rates story to keep doing the work supporting silver. The tail risk sits on the other side: if Trump acts on the Hormuz control rhetoric rather than just stating it, oil and inflation expectations could move quickly, and the April to June pattern where geopolitical risk turned counterintuitively bearish for silver through the real rate channel could repeat. Where do you see this heading, sanctions that quietly fail and a slow grind toward a negotiated reopening of Hormuz, or an actual attempt at enforcing control over the strait? Disclaimer: This post reflects my own analysis and is not investment advice. I hold a position in AuAg Silver Bullet and my views may be biased accordingly. Do your own research before investing. Written with assistance of AI. Sources: https://www.dn.no/olje/usa/iran/midtosten/sjefanalytiker-usa-har-ingen-alternativer-igjen/2-1-2029806https://www.jmbullion.com/charts/silver-prices/https://tradingeconomics.com/commodity/silverhttps://www.aljazeera.com/economy/2026/8/12/oil-prices-rise-as-attacks-dent-hopes-for-strait-of-hormuz-reopeninghttps://www.cnbc.com/2026/08/11/hormuz-oil-prices-us-iran.html
- 6 t sittenSilver Slips Below $66 as Jackson Hole and FOMC Minutes Loom Silver trades at $65.21 an ounce, down 1.16% on the day and 0.93% for the week, per Nordnet's feed, leaving it down 10.23% year to date but still up 72.22% over twelve months. The pullback follows a broad correction in precious metals as investors take profit after the recent rally, while rising oil prices keep inflation concerns alive. Investtech's technical read places silver futures in a medium term falling trend channel since January's peak, with the market accepting progressively lower highs and lows. Price recently tested resistance at $70 from below, still inside the channel bounded by support at $56 and resistance at $90. The fundamental picture is mixed. Prospects for a new US Iran deal have dimmed after Trump said he would not extend the interim agreement, pushing oil higher. Against that, Fed rate hike odds keep fading on weak US data, with markets now pricing the Fed on hold in September and largely pricing out a hike by year end, down from near 50% a week ago. Investors await the July FOMC minutes, due Wednesday August 19, and Chair Kevin Warsh's Jackson Hole speech the same week for the next signal on rates. Solid industrial demand from the energy transition, solar, EVs, and AI data centers remains a support. Is this pullback a pause before another run at $70, or the start of a move toward $56 support inside the falling channel? Where do you see the balance between the technicals and the fundamentals right now? Sources: https://tradingeconomics.com/commodity/silverhttps://www.investtech.com Disclaimer: I hold a position in AuAg Silver Bullet. This post was written with AI assistance.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 19 min sittenWhen the Bond Market Alarm Could Become Bullish for Silver The US 30-year Treasury yield has risen to around 5.33%, its highest level since 2007, while the 10-year yield is near 4.74%. Higher oil prices, persistent inflation concerns and large US fiscal deficits are contributing to the rise in long-term yields. In the short term, this is a headwind for silver. However, the longer-term implications could be very different. If long-term yields continue rising because investors demand greater compensation for inflation, debt and fiscal risk, confidence in US Treasuries and the dollar could weaken. That is the combination I am watching closely: High oil prices + persistent inflation + rising debt + a weaker dollar = potentially very bullish for silver. Silver also benefits from structural industrial demand, particularly from solar energy, electronics and other high-tech applications. Therefore, today’s rise in bond yields could initially pressure silver, but potentially become a tailwind if markets begin to focus more heavily on inflation, debt sustainability and declining purchasing power. This is my personal market assessment, not investment advice. Disclaimer: This post was written with the assistance of AI. The analysis and conclusions are my own and should not be considered financial advice. Sources: DN: https://www.dn.no/borskommentar/vakner-ikke-investorene-av-denne-alarmen-er-de-stokk-dove-pa-begge-orer/2-1-2030437 Reuters: https://www.reuters.com/business/us-30-year-yields-hit-highest-level-since-2007-war-oil-worries-fester-2026-08-18/ Reuters: https://www.reuters.com/world/africa/dollar-feeble-rate-hike-bets-dwindle-iran-war-worries-grow-2026-08-18/ CBO: https://www.cbo.gov/publication/62105
- ·1 t sittenhmm, tomorrow will be an exciting day! either the interest rate goes down, which drives the silver price up! or they probably keep it the same. Since the job numbers were not good. Today it looks like the market is not entirely sure what will happen tomorrow. as silver and gold are falling today.
- 3 t sittenUS Out of Options on Iran: What It Actually Means for Silver SEB's chief commodities analyst Bjarne Schieldrop delivered a stark read on the US Iran standoff this week. The truce agreement lapsed Monday with no replacement in sight, Washington is leaning on economic sanctions Schieldrop expects to fail outright, and he flags a shortage of munitions constraining further US strikes on Iran. Trump has meanwhile floated the Strait of Hormuz becoming US controlled territory, a claim Tehran dismissed as something that cannot be settled with a tweet. Taken together, this looks less like a fresh escalation and more like confirmation that the conflict has become a genuine stalemate. For silver, the transmission through the usual channel, geopolitics to oil to inflation expectations to the Fed to real rates, looks muted for now. Brent is trading in the high 80s, elevated relative to pre war levels but well off its spring peaks, as Gulf producers continue moving crude through the strait covertly and stockpile drawdowns absorb the disruption. Without a genuine oil shock, the inflation channel that made Iran headlines bearish for silver between April and June simply is not firing. What is actually moving silver right now is dollar weakness and fading expectations for further Fed hikes under Warsh, with markets positioning ahead of the FOMC minutes and his Jackson Hole remarks. Spot silver sits around 65 to 67 dollars, up roughly 17 percent over the past month, a move that has had little to do with Iran headlines directly. The ammunition constraint Schieldrop describes is arguably the most silver relevant detail in the piece. If the US genuinely cannot sustain strike tempo, near term escalation risk falls, which removes one path to an oil driven inflation surprise and leaves the dollar and rates story to keep doing the work supporting silver. The tail risk sits on the other side: if Trump acts on the Hormuz control rhetoric rather than just stating it, oil and inflation expectations could move quickly, and the April to June pattern where geopolitical risk turned counterintuitively bearish for silver through the real rate channel could repeat. Where do you see this heading, sanctions that quietly fail and a slow grind toward a negotiated reopening of Hormuz, or an actual attempt at enforcing control over the strait? Disclaimer: This post reflects my own analysis and is not investment advice. I hold a position in AuAg Silver Bullet and my views may be biased accordingly. Do your own research before investing. Written with assistance of AI. Sources: https://www.dn.no/olje/usa/iran/midtosten/sjefanalytiker-usa-har-ingen-alternativer-igjen/2-1-2029806https://www.jmbullion.com/charts/silver-prices/https://tradingeconomics.com/commodity/silverhttps://www.aljazeera.com/economy/2026/8/12/oil-prices-rise-as-attacks-dent-hopes-for-strait-of-hormuz-reopeninghttps://www.cnbc.com/2026/08/11/hormuz-oil-prices-us-iran.html
- 6 t sittenSilver Slips Below $66 as Jackson Hole and FOMC Minutes Loom Silver trades at $65.21 an ounce, down 1.16% on the day and 0.93% for the week, per Nordnet's feed, leaving it down 10.23% year to date but still up 72.22% over twelve months. The pullback follows a broad correction in precious metals as investors take profit after the recent rally, while rising oil prices keep inflation concerns alive. Investtech's technical read places silver futures in a medium term falling trend channel since January's peak, with the market accepting progressively lower highs and lows. Price recently tested resistance at $70 from below, still inside the channel bounded by support at $56 and resistance at $90. The fundamental picture is mixed. Prospects for a new US Iran deal have dimmed after Trump said he would not extend the interim agreement, pushing oil higher. Against that, Fed rate hike odds keep fading on weak US data, with markets now pricing the Fed on hold in September and largely pricing out a hike by year end, down from near 50% a week ago. Investors await the July FOMC minutes, due Wednesday August 19, and Chair Kevin Warsh's Jackson Hole speech the same week for the next signal on rates. Solid industrial demand from the energy transition, solar, EVs, and AI data centers remains a support. Is this pullback a pause before another run at $70, or the start of a move toward $56 support inside the falling channel? Where do you see the balance between the technicals and the fundamentals right now? Sources: https://tradingeconomics.com/commodity/silverhttps://www.investtech.com Disclaimer: I hold a position in AuAg Silver Bullet. This post was written with AI assistance.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Omistukset
Päivitetty 31.7.2026
Jakauma
- Osakkeet95%
- Muut4,5%
- Lyhyt korko0,6%