Siirry pääsisältöön
Käyttämääsi selainta ei enää tueta – lue lisää.

AuAg Silver Bullet B

+2.47%26.6.
+92.25%1 year
Juoksevat kulut1,40%
Morningstar rating
3 stars
Vastuullisuus (SFDR)

8

NAV (26.6.)38,18 EUR

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 kulut
    1,40%
  • Omaisuusluokka
    Osake
  • Kategoria
    Sektori arvometallit osakkeet
  • Perusvaluutta
    EUR
  • Lainoitusaste
    70%
  • 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.

Omistukset

Päivitetty 31.5.2026

Jakauma

  • Osakkeet95,8%
  • Muut3,5%
  • Lyhyt korko0,7%

Asiakkaat katsoivat myös

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 5 t sitten
    ·
    Silver at the crossroads: structural deficit meets Fed's rate hike Silver is currently trading around $57–58 per ounce, down over 50 % from its all-time-high of $121.64 on January 29. On the surface, it looks brutal — but the correction is far more about monetary policy and positioning than about fundamentals. The fall can be traced to three simultaneous events: CME raised margin requirements and forced leveraged speculators out; the dollar strengthened significantly when the Fed signaled that rate cuts were not imminent; and the Iran war pushed up inflation and tied the Fed's hands. High real interest rates are silver's foremost enemy — and that's where we are now. The Fed's June protocol confirmed the picture. Nine out of eighteen FOMC members signal at least one further hike. PCE inflation is revised to 3.6 % for 2026, and the market prices in a 62–63 % probability of a hike in September. This is what is pushing silver below $60. But in the physical market, the numbers tell a completely different story. Silver Institute confirmed in April that 2026 will be the sixth consecutive year of global supply deficit — estimated at 46.3 million ounces, up 15 % from 2025. Since 2021, above-ground stocks have been depleted by 762 million ounces, equivalent to almost one full year of global mine production. New mining capacity takes five to ten years to build. Fed hikes do not affect that timeline. What do the major institutions say about the rest of 2026? J.P. Morgan estimates an average of $81/ounce with Q4 targets around $85. Goldman Sachs expects $85–100 and positions silver as a core strategic metal in the green transition. Commerzbank has a year-end target of $90. Bank of America is at $85.93 on a base, but highlights a scenario with $135+ if the gold-silver ratio compresses towards historical lows. ING is more cautious and sees $68 in Q3 and $74 in Q4 after weaker signals from the solar market. UBS warns that the deficit could be much narrower than expected and anticipates sideways movement. The gold-silver ratio is now around 65–66 — the highest level since the outbreak of war. The historical 50-year average is 55–65. Compressions from this level have typically strongly favored silver. The crossroads ahead is easy to formulate, but difficult to time: if the Iran ceasefire holds and inflation declines quickly enough for the Fed to hold in September, the path towards $70–90 opens. If the Fed hikes three times, the $55 bottom is tested — but then six years of deficit and depleted stocks will only have made the fundamental case stronger for the next cycle. This is not a broken market. It is a market that is waiting. Written for informational purposes and not to be considered investment advice. I myself have exposure to silver through AuAg Silver Bullet. Sources: Silver Institute / Metals Focus — World Silver Survey 2026: https://investingnews.com/silver-institute-forecast/ J.P. Morgan Global Research — Silver Price Forecast 2026: https://www.jpmorgan.com/insights/global-research/commodities/silver-prices SBC Gold — Silver Price Forecasts 2026: https://www.sbcgold.com/silver-price-forecasts/silver-price-forecast-2026/ Crux Investor — Fed's June Dot Plot & Silver's 53% Decline: https://www.cruxinvestor.com/posts/feds-june-dot-plot-silvers-53-decline-shift-focus-to-mine-supply-growth UBS / Kitco News — Silver Price Outlooks Chopped (May 2026): https://www.kitco.com/news/article/2026-05-14/silver-price-outlooks-chopped-supply-deficit-forecasted-narrow-dramatically GoldSilver.com — Silver Price Outlook June 2026: https://goldsilver.com/industry-news/article/silver-price-outlook-june-2026/
    1 t sitten
    ·
    Much of the problem with reading the market is that there is still significant manipulation of silver, and it will unfortunately likely persist for the foreseeable future 😔
  • 6 t sitten
    NAV +2.47% 38.18 EUR 2026-06-26
  • 8 t sitten · Muokattu
    ·
    Comex Potential delivery vs registered 85.4% High delivery pressure 74.4M oz / 87.1M oz Days to first notice 1 days JUL 2026 contract 🥡⏱️⌛️.September looks even better SEP 2026 70,443 +6,541 51,070 352.2M oz
    2 t sitten
    ·
    What explains your numbers Rambo? I don't quite understand, I'm just a bit stressed here, is it what they have to deliver against what they have orders for? asking for a friend 👍
  • 1 päivä sitten
    United States aircraft just struck Iranian missile and drone storage locations, and coastal radar sites, for violating the Cease Fire Agreement, AGAIN! It is very possible that they will never learn! There may come a point when we are no longer able to be reasonable, and will be forced to militarily complete the job that we very successfully started. If that happens, the Islamic Republic of Iran will no longer exist! President DJT https://truthsocial.com/@realDonaldTrump/116824603632739697
    1 päivä sitten
    ·
    Trump can threaten all he wants, but the thing is that Iran «have all the cards»
  • 1 päivä sitten
    Russia's War Economy Is Cracking – What Does It Mean for Silver? Yesterday, Børsen Dagbladet published an analysis painting a grim picture of Russia's war economy. According to the IMF, Russian GDP growth is expected at just 1.1% in 2026, down from nearly 5% the year before. The Center for European Policy Analysis (CEPA) puts it bluntly: Russia can no longer finance the war, control inflation, and generate growth simultaneously – and growth is the one being sacrificed. Defense spending has tripled since before the invasion, now running at roughly 6.3% of GDP, while the budget deficit in the first four months of 2026 was more than double the same period last year. For those of us tracking silver, the transmission chain is worth mapping carefully. A Russian economic collapse – or a chaotic end to the Ukraine war – raises geopolitical uncertainty sharply. Capital flows toward safe haven assets. Gold typically reacts first, but silver follows with higher beta, and it is precisely that volatility which gives silver its asymmetric upside in risk-off environments. The second transmission chain runs through energy markets. Sustained geopolitical stress around a destabilizing Russia could push oil prices higher, feeding inflation globally and complicating the Fed's path toward rate cuts. Higher real rates are a headwind for silver in the near term. But the reverse scenario is equally plausible: a negotiated peace and gradual sanctions relief could normalize Russian energy exports, suppress oil prices, accelerate Fed easing, and weaken the dollar – historically the most powerful catalyst for silver. My read: a weakening Russia is not the primary driver for silver here and now. The decisive catalyst remains Fed policy and real rate trajectory. But Russian fiscal deterioration can accelerate or delay that transmission through energy markets, and it deserves a place in the analytical framework. I continue to watch Brent crude, CME FedWatch, and TIPS yields as primary leading indicators. Are you holding silver as a geopolitical hedge, or is your thesis primarily built on the Fed pivot? This is not investment advice. I hold exposure to silver through AuAg Silver Bullet. - Sources: Børsen Dagbladet – *Russland vakler: Frykter full kollaps* https://borsen.dagbladet.no/nyheter/russland-vakler-frykter-full-kollaps/84820830 IMF – *Russian Federation: GDP Outlook* https://www.imf.org/en/countries/rus CEPA – *Russia Settles for Stagnation* https://cepa.org/article/russia-settles-for-stagnation/ SIPRI – *Military Spending in Russia's Budget 2026* https://www.sipri.org/publications/2026/sipri-insights-peace-and-security/budget-fifth-year-war-military-spending-russias-budget-2026 Kiel Institute – *Endgame: Russia's War Economy Hits Its Limits* https://www.kielinstitut.de/publications/news/endgame-russias-war-economy-hits-its-limits/
    11 t sitten
    ·
    Thanks for posting newspaper clippings. The last 7 posts on the forum are from you. Do you have little to do or?
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 kulut
    1,40%
  • Omaisuusluokka
    Osake
  • Kategoria
    Sektori arvometallit osakkeet
  • Perusvaluutta
    EUR
  • Lainoitusaste
    70%
  • 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.

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 31.5.2026

Jakauma

  • Osakkeet95,8%
  • Muut3,5%
  • Lyhyt korko0,7%

Asiakkaat katsoivat myös

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 5 t sitten
    ·
    Silver at the crossroads: structural deficit meets Fed's rate hike Silver is currently trading around $57–58 per ounce, down over 50 % from its all-time-high of $121.64 on January 29. On the surface, it looks brutal — but the correction is far more about monetary policy and positioning than about fundamentals. The fall can be traced to three simultaneous events: CME raised margin requirements and forced leveraged speculators out; the dollar strengthened significantly when the Fed signaled that rate cuts were not imminent; and the Iran war pushed up inflation and tied the Fed's hands. High real interest rates are silver's foremost enemy — and that's where we are now. The Fed's June protocol confirmed the picture. Nine out of eighteen FOMC members signal at least one further hike. PCE inflation is revised to 3.6 % for 2026, and the market prices in a 62–63 % probability of a hike in September. This is what is pushing silver below $60. But in the physical market, the numbers tell a completely different story. Silver Institute confirmed in April that 2026 will be the sixth consecutive year of global supply deficit — estimated at 46.3 million ounces, up 15 % from 2025. Since 2021, above-ground stocks have been depleted by 762 million ounces, equivalent to almost one full year of global mine production. New mining capacity takes five to ten years to build. Fed hikes do not affect that timeline. What do the major institutions say about the rest of 2026? J.P. Morgan estimates an average of $81/ounce with Q4 targets around $85. Goldman Sachs expects $85–100 and positions silver as a core strategic metal in the green transition. Commerzbank has a year-end target of $90. Bank of America is at $85.93 on a base, but highlights a scenario with $135+ if the gold-silver ratio compresses towards historical lows. ING is more cautious and sees $68 in Q3 and $74 in Q4 after weaker signals from the solar market. UBS warns that the deficit could be much narrower than expected and anticipates sideways movement. The gold-silver ratio is now around 65–66 — the highest level since the outbreak of war. The historical 50-year average is 55–65. Compressions from this level have typically strongly favored silver. The crossroads ahead is easy to formulate, but difficult to time: if the Iran ceasefire holds and inflation declines quickly enough for the Fed to hold in September, the path towards $70–90 opens. If the Fed hikes three times, the $55 bottom is tested — but then six years of deficit and depleted stocks will only have made the fundamental case stronger for the next cycle. This is not a broken market. It is a market that is waiting. Written for informational purposes and not to be considered investment advice. I myself have exposure to silver through AuAg Silver Bullet. Sources: Silver Institute / Metals Focus — World Silver Survey 2026: https://investingnews.com/silver-institute-forecast/ J.P. Morgan Global Research — Silver Price Forecast 2026: https://www.jpmorgan.com/insights/global-research/commodities/silver-prices SBC Gold — Silver Price Forecasts 2026: https://www.sbcgold.com/silver-price-forecasts/silver-price-forecast-2026/ Crux Investor — Fed's June Dot Plot & Silver's 53% Decline: https://www.cruxinvestor.com/posts/feds-june-dot-plot-silvers-53-decline-shift-focus-to-mine-supply-growth UBS / Kitco News — Silver Price Outlooks Chopped (May 2026): https://www.kitco.com/news/article/2026-05-14/silver-price-outlooks-chopped-supply-deficit-forecasted-narrow-dramatically GoldSilver.com — Silver Price Outlook June 2026: https://goldsilver.com/industry-news/article/silver-price-outlook-june-2026/
    1 t sitten
    ·
    Much of the problem with reading the market is that there is still significant manipulation of silver, and it will unfortunately likely persist for the foreseeable future 😔
  • 6 t sitten
    NAV +2.47% 38.18 EUR 2026-06-26
  • 8 t sitten · Muokattu
    ·
    Comex Potential delivery vs registered 85.4% High delivery pressure 74.4M oz / 87.1M oz Days to first notice 1 days JUL 2026 contract 🥡⏱️⌛️.September looks even better SEP 2026 70,443 +6,541 51,070 352.2M oz
    2 t sitten
    ·
    What explains your numbers Rambo? I don't quite understand, I'm just a bit stressed here, is it what they have to deliver against what they have orders for? asking for a friend 👍
  • 1 päivä sitten
    United States aircraft just struck Iranian missile and drone storage locations, and coastal radar sites, for violating the Cease Fire Agreement, AGAIN! It is very possible that they will never learn! There may come a point when we are no longer able to be reasonable, and will be forced to militarily complete the job that we very successfully started. If that happens, the Islamic Republic of Iran will no longer exist! President DJT https://truthsocial.com/@realDonaldTrump/116824603632739697
    1 päivä sitten
    ·
    Trump can threaten all he wants, but the thing is that Iran «have all the cards»
  • 1 päivä sitten
    Russia's War Economy Is Cracking – What Does It Mean for Silver? Yesterday, Børsen Dagbladet published an analysis painting a grim picture of Russia's war economy. According to the IMF, Russian GDP growth is expected at just 1.1% in 2026, down from nearly 5% the year before. The Center for European Policy Analysis (CEPA) puts it bluntly: Russia can no longer finance the war, control inflation, and generate growth simultaneously – and growth is the one being sacrificed. Defense spending has tripled since before the invasion, now running at roughly 6.3% of GDP, while the budget deficit in the first four months of 2026 was more than double the same period last year. For those of us tracking silver, the transmission chain is worth mapping carefully. A Russian economic collapse – or a chaotic end to the Ukraine war – raises geopolitical uncertainty sharply. Capital flows toward safe haven assets. Gold typically reacts first, but silver follows with higher beta, and it is precisely that volatility which gives silver its asymmetric upside in risk-off environments. The second transmission chain runs through energy markets. Sustained geopolitical stress around a destabilizing Russia could push oil prices higher, feeding inflation globally and complicating the Fed's path toward rate cuts. Higher real rates are a headwind for silver in the near term. But the reverse scenario is equally plausible: a negotiated peace and gradual sanctions relief could normalize Russian energy exports, suppress oil prices, accelerate Fed easing, and weaken the dollar – historically the most powerful catalyst for silver. My read: a weakening Russia is not the primary driver for silver here and now. The decisive catalyst remains Fed policy and real rate trajectory. But Russian fiscal deterioration can accelerate or delay that transmission through energy markets, and it deserves a place in the analytical framework. I continue to watch Brent crude, CME FedWatch, and TIPS yields as primary leading indicators. Are you holding silver as a geopolitical hedge, or is your thesis primarily built on the Fed pivot? This is not investment advice. I hold exposure to silver through AuAg Silver Bullet. - Sources: Børsen Dagbladet – *Russland vakler: Frykter full kollaps* https://borsen.dagbladet.no/nyheter/russland-vakler-frykter-full-kollaps/84820830 IMF – *Russian Federation: GDP Outlook* https://www.imf.org/en/countries/rus CEPA – *Russia Settles for Stagnation* https://cepa.org/article/russia-settles-for-stagnation/ SIPRI – *Military Spending in Russia's Budget 2026* https://www.sipri.org/publications/2026/sipri-insights-peace-and-security/budget-fifth-year-war-military-spending-russias-budget-2026 Kiel Institute – *Endgame: Russia's War Economy Hits Its Limits* https://www.kielinstitut.de/publications/news/endgame-russias-war-economy-hits-its-limits/
    11 t sitten
    ·
    Thanks for posting newspaper clippings. The last 7 posts on the forum are from you. Do you have little to do or?
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 kulut
    1,40%
  • Omaisuusluokka
    Osake
  • Kategoria
    Sektori arvometallit osakkeet
  • Perusvaluutta
    EUR
  • Lainoitusaste
    70%
  • 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.

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
  • 5 t sitten
    ·
    Silver at the crossroads: structural deficit meets Fed's rate hike Silver is currently trading around $57–58 per ounce, down over 50 % from its all-time-high of $121.64 on January 29. On the surface, it looks brutal — but the correction is far more about monetary policy and positioning than about fundamentals. The fall can be traced to three simultaneous events: CME raised margin requirements and forced leveraged speculators out; the dollar strengthened significantly when the Fed signaled that rate cuts were not imminent; and the Iran war pushed up inflation and tied the Fed's hands. High real interest rates are silver's foremost enemy — and that's where we are now. The Fed's June protocol confirmed the picture. Nine out of eighteen FOMC members signal at least one further hike. PCE inflation is revised to 3.6 % for 2026, and the market prices in a 62–63 % probability of a hike in September. This is what is pushing silver below $60. But in the physical market, the numbers tell a completely different story. Silver Institute confirmed in April that 2026 will be the sixth consecutive year of global supply deficit — estimated at 46.3 million ounces, up 15 % from 2025. Since 2021, above-ground stocks have been depleted by 762 million ounces, equivalent to almost one full year of global mine production. New mining capacity takes five to ten years to build. Fed hikes do not affect that timeline. What do the major institutions say about the rest of 2026? J.P. Morgan estimates an average of $81/ounce with Q4 targets around $85. Goldman Sachs expects $85–100 and positions silver as a core strategic metal in the green transition. Commerzbank has a year-end target of $90. Bank of America is at $85.93 on a base, but highlights a scenario with $135+ if the gold-silver ratio compresses towards historical lows. ING is more cautious and sees $68 in Q3 and $74 in Q4 after weaker signals from the solar market. UBS warns that the deficit could be much narrower than expected and anticipates sideways movement. The gold-silver ratio is now around 65–66 — the highest level since the outbreak of war. The historical 50-year average is 55–65. Compressions from this level have typically strongly favored silver. The crossroads ahead is easy to formulate, but difficult to time: if the Iran ceasefire holds and inflation declines quickly enough for the Fed to hold in September, the path towards $70–90 opens. If the Fed hikes three times, the $55 bottom is tested — but then six years of deficit and depleted stocks will only have made the fundamental case stronger for the next cycle. This is not a broken market. It is a market that is waiting. Written for informational purposes and not to be considered investment advice. I myself have exposure to silver through AuAg Silver Bullet. Sources: Silver Institute / Metals Focus — World Silver Survey 2026: https://investingnews.com/silver-institute-forecast/ J.P. Morgan Global Research — Silver Price Forecast 2026: https://www.jpmorgan.com/insights/global-research/commodities/silver-prices SBC Gold — Silver Price Forecasts 2026: https://www.sbcgold.com/silver-price-forecasts/silver-price-forecast-2026/ Crux Investor — Fed's June Dot Plot & Silver's 53% Decline: https://www.cruxinvestor.com/posts/feds-june-dot-plot-silvers-53-decline-shift-focus-to-mine-supply-growth UBS / Kitco News — Silver Price Outlooks Chopped (May 2026): https://www.kitco.com/news/article/2026-05-14/silver-price-outlooks-chopped-supply-deficit-forecasted-narrow-dramatically GoldSilver.com — Silver Price Outlook June 2026: https://goldsilver.com/industry-news/article/silver-price-outlook-june-2026/
    1 t sitten
    ·
    Much of the problem with reading the market is that there is still significant manipulation of silver, and it will unfortunately likely persist for the foreseeable future 😔
  • 6 t sitten
    NAV +2.47% 38.18 EUR 2026-06-26
  • 8 t sitten · Muokattu
    ·
    Comex Potential delivery vs registered 85.4% High delivery pressure 74.4M oz / 87.1M oz Days to first notice 1 days JUL 2026 contract 🥡⏱️⌛️.September looks even better SEP 2026 70,443 +6,541 51,070 352.2M oz
    2 t sitten
    ·
    What explains your numbers Rambo? I don't quite understand, I'm just a bit stressed here, is it what they have to deliver against what they have orders for? asking for a friend 👍
  • 1 päivä sitten
    United States aircraft just struck Iranian missile and drone storage locations, and coastal radar sites, for violating the Cease Fire Agreement, AGAIN! It is very possible that they will never learn! There may come a point when we are no longer able to be reasonable, and will be forced to militarily complete the job that we very successfully started. If that happens, the Islamic Republic of Iran will no longer exist! President DJT https://truthsocial.com/@realDonaldTrump/116824603632739697
    1 päivä sitten
    ·
    Trump can threaten all he wants, but the thing is that Iran «have all the cards»
  • 1 päivä sitten
    Russia's War Economy Is Cracking – What Does It Mean for Silver? Yesterday, Børsen Dagbladet published an analysis painting a grim picture of Russia's war economy. According to the IMF, Russian GDP growth is expected at just 1.1% in 2026, down from nearly 5% the year before. The Center for European Policy Analysis (CEPA) puts it bluntly: Russia can no longer finance the war, control inflation, and generate growth simultaneously – and growth is the one being sacrificed. Defense spending has tripled since before the invasion, now running at roughly 6.3% of GDP, while the budget deficit in the first four months of 2026 was more than double the same period last year. For those of us tracking silver, the transmission chain is worth mapping carefully. A Russian economic collapse – or a chaotic end to the Ukraine war – raises geopolitical uncertainty sharply. Capital flows toward safe haven assets. Gold typically reacts first, but silver follows with higher beta, and it is precisely that volatility which gives silver its asymmetric upside in risk-off environments. The second transmission chain runs through energy markets. Sustained geopolitical stress around a destabilizing Russia could push oil prices higher, feeding inflation globally and complicating the Fed's path toward rate cuts. Higher real rates are a headwind for silver in the near term. But the reverse scenario is equally plausible: a negotiated peace and gradual sanctions relief could normalize Russian energy exports, suppress oil prices, accelerate Fed easing, and weaken the dollar – historically the most powerful catalyst for silver. My read: a weakening Russia is not the primary driver for silver here and now. The decisive catalyst remains Fed policy and real rate trajectory. But Russian fiscal deterioration can accelerate or delay that transmission through energy markets, and it deserves a place in the analytical framework. I continue to watch Brent crude, CME FedWatch, and TIPS yields as primary leading indicators. Are you holding silver as a geopolitical hedge, or is your thesis primarily built on the Fed pivot? This is not investment advice. I hold exposure to silver through AuAg Silver Bullet. - Sources: Børsen Dagbladet – *Russland vakler: Frykter full kollaps* https://borsen.dagbladet.no/nyheter/russland-vakler-frykter-full-kollaps/84820830 IMF – *Russian Federation: GDP Outlook* https://www.imf.org/en/countries/rus CEPA – *Russia Settles for Stagnation* https://cepa.org/article/russia-settles-for-stagnation/ SIPRI – *Military Spending in Russia's Budget 2026* https://www.sipri.org/publications/2026/sipri-insights-peace-and-security/budget-fifth-year-war-military-spending-russias-budget-2026 Kiel Institute – *Endgame: Russia's War Economy Hits Its Limits* https://www.kielinstitut.de/publications/news/endgame-russias-war-economy-hits-its-limits/
    11 t sitten
    ·
    Thanks for posting newspaper clippings. The last 7 posts on the forum are from you. Do you have little to do or?
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 31.5.2026

Jakauma

  • Osakkeet95,8%
  • Muut3,5%
  • Lyhyt korko0,7%

Asiakkaat katsoivat myös