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Market Commentary

 

The GFMS market commentary section was created with a with a view to keeping our clients and contacts abreast of the latest developments in the precious metals market.

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2010 |2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002

2010

Société Générale Gold Hedge Book Analysis Q1-2010
Société Générale Gold Hedge Book Analysis Q4-2009
Philip Klapwijk's LBMA forecast for 2010
January 2010
LBMA Price Forecast Winners Announced - Philip Klapwijk wins the prizes for both Gold & Silver
January 2010

2009

Philip Klapwijk's Presentation "Will China Overtake India to Become the World's Top Gold Consumer?" at the 4th Annual China Gold & Precious Metals Summit
December 2009
Société Générale Gold Hedge Book Analysis Q3-2009
December 2009
Société Générale Gold Hedge Book Analysis Q2-2009
August 2009
Société Générale Gold Hedge Book Analysis Q1-2009
June 2009

2008

Neil Meader's Presentation "Crisis of the Markets: Scenarios and Forecast for Jewellery" at the Club Degliorafi Forum in Italy
24th November 2008
Société Générale Global Hedge Book Analysis, Q3-2008
24th November 2008
Interim Silver Market Review
20th November 2008
Philip Klapwijk's Interview to Thomson Reuters
3rd October 2008
The Impact of High Prices on Fabrication Demand for Precious Metals
Philip Klapwijk's Presentation at The LBMA/LPPM Precious Metals Conference 2008 in Kyoto
30th September 2008
Société Générale Global Hedge Book Analysis, Q2-2008
11th August 2008
Société Générale Global Hedge Book Analysis, Q1-2008
28th May 2008
Société Générale Global Hedge Book Analysis, Q4-2007
18th April 2008
Gold Prices in 2008 and the Outlook for the US Gold Jewellery Market
Philip Newman's Presentation from the Plumb Club Forum in New York
28th March 2008
Are Gold and Silver Entering a New Paradigm?
Paul Walker's Presentation in INDABA
4th February2008
Société Générale Gold Hedge Book Analysis Q3-2007
30th January 2008

2007

The Silver Market in 2007
7th November 2007
Oro y Plata: Las Perspectivas Son Igual de Buenas?
Presentation in Spanish given at the XXVII Convención Internacional de Minería in Veracruz
12th October 2007
The Gold Market: Have the Physical Markets Mattered in this Rally?
26th September 2007
Gold Hedge Book Analysis Q2-2007
21st August 2007
World Silver Survey 2007 - Japanese Language Edition
20th August 2007
Platinum & Palladium Survey 2007 - Japanese Language Edition
31st July 2007
Gold Survey 2007 - Japanese Language Edition
31st July 2007
Gold Hedge Book Analysis Q1-2007
18th May 2007
Platinum & Palladium Survey 2007 - Presentation
25th April 2007
Gold Survey 2007 - Presentation
4th April 2007

2006

Gold Hedge Book Analysis Q3-2006
GFMS: Q3 De-hedging slowed to 2.0 Moz; a more sustainable level
16th November 2006
The Silver Market in 2006
14th November 2006
Gold Survey 2006 - Japanese Language Edition (18MB)
12th September 2006
World Silver Survey 2006 Summary
11th July 2006
Gold Market Review and Outlook
June 2006
Gold Hedge Book Analysis Q1-2006
31 May 2006
World Silver Survey 2006 - Presentation
24 May 2006
Platinum & Palladium Survey 2006 - Presentation
25 April 2006
Gold Survey 2006 - Presentation
12 April 2006
Gold Hedge Book Analysis Q4-2005
20 February 2006
Gold Survey 2005 - Update 2 Presentation
19 January 2006

2005

Central Bank Gold Reserves: Strategies and Prospects
09 December 2005
Gold Hedge Book Analysis Q3-2005
15 November 2005
The Silver Market in 2005 - Interim Review
07 November 2005
GFMS Analytics' Precious Metals Market Briefing - Update
27 October 2005
Platinum & Palladium - Current Views
20 October 2005
GFMS Analytics' Precious Metals Market Briefing - Update
17 October 2005
GFMS Analytics' Precious Metals Market Briefing (October 2005)
06 October 2005
A Review of the Chinese Silver Market
30 September 2005
Gold Survey 2005 Update 1 - Presentation
14 September 2005
Strong Physical Markets Lay Solid Foundations for Investor-Led Rally towards the $480 mark.
Gold Hedge Book Analysis Q2-2005
11 August 2005
Gold Hedge Book Analysis Q1-2005
02 June 2005
Gold Survey 2005 - Presentation
Further upside forecast for the Gold price due to investment's potential and a base of robust physical offtake
28 April 2005
Platinum & Palladium Survey 2005 - Presentation
Platinum Deficit Eases in 2004 as High Prices Impact Jewellery Demand and Mine Production Rises
14 April 2005
GFMS Price Forecast 2005
(Price Forecast for gold, silver, platinum and palladium as published in "Forecast 2005" a LBMA publication)
21 February 2005
Gold Hedge Book Analysis Q4-2004
17 February 2005
Real World Analysis of the UK Gold Jewellery Market
28 January 2005
Gold Survey 2004 - Update 2 (Presentation)
25 January 2005
Base Metals: Commodity Markets: a Paradigm Shift or a
cyclical upturn?

25 January 2005

2004

Gold: Transcript of the interview on "World Business Review" on BBC World Service Radio
04 December 2004
Gold Hedge Book Analysis Q3 2004
16 November 2004
Gold Survey 2004 - Japanese edition
21 October 2004
Is the Sun Setting on the De-Hedging Era?
Extracts from the paper presented at the GFMS Precious & Base Metals Seminar
22 September 2004
The Gold Market in China: A New Beginning
Download costs £2.95

06 September 2004
Gold Supply & Demand Report Q2 2004 (statistical appendix)
02 September 2004
World Silver Survey 2004 - Summary
19 June 2004
Gold Hedge Book Analysis Q1 2004
01 June 2004
Gold Survey 2004 - Presentation
15 April 2004
Gold Supply & Demand Report Q4 2003 (statistical appendix)
07 April 2004
Annual Hedge Book Review 2003
26 March 2004
The New Central Bank Gold Agreement
11 March 2004
Gold Hedge Book Analysis Q4 2003
16 February 2004
Gold Supply & Demand Report Q4 2003
13 February 2004

2003

Gold Supply & Demand Report Q3 2003
21 November 2003
Gold Hedge Book Analysis Q3 2003
07 November 2003
Gold Supply & Demand Report Q2 2003 (statistical appendix)
26 September 2003
Gold Survey 2003 - Update 1 Presentation
17 September 2003
Global Hedge Book Analysis Q2 2003
19 August 2003
Gold Supply & Demand Report Q2 2003
11 August 2003
Gold Supply & Demand Report Q1 2003 (statistical appendix)
15 July 2003
Global Hedge Book Analysis - Q1 2003
21 May 2003
World Silver Survey 2003- Summary
08 May 2003
Global Hedge Book Analysis - Q4 2002
14 April 2003
2003 Price Forecast
07 March 2003

2002

Plateaus and Peaks In Precious Metals Mine Production
15 November 2002
The Silver Market in 2002
13 November 2002
The Challenge Facing the Italian Jewellery Industry
15 October 2002
Gold Production and Consumption Weighted Price Indices Show the Relative Strength of Producer Prices
24 September 2002

 

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