Silver Is Entering A Once-In-A-Decade Accumulation Phase – Don’t Miss This Opportunity

Commodity

Summary:

Silver’s recent pullback is seen as a buying opportunity, with rising industrial demand, structural supply deficits, a weaker dollar, and new strategic-resource status all supporting a potential next major rally phase.

Since then, prices have eased roughly 13.5%, slipping from over $54 to just below $47 an ounce. For some, that pullback looks like fatigue. But for seasoned traders at The Gold & Silver Club, this is no sign of weakness – it’s what they call “healthy bull-market digestion” – a brief pause before the next explosive leg higher.

“This isn’t the end of the move,” says Lars Hansen, Head of Research at The Gold & Silver Club. “It’s the reset before the next acceleration. Savvy traders see pullbacks like this for what they are – opportunities to reload before the next phase begins.”

Smart Money Is Quietly Positioning for the Next Breakout

Silver’s investment case differs sharply from Gold’s. Beyond its monetary heritage, Silver’s modern strength lies in its industrial utility – and that is precisely where demand is surging.

The white metal sits at the centre of transformative global industries: Clean Energy, Artificial Intelligence, Defence and High-Tech manufacturing. According to data from The Silver Institute, global demand climbed from 993 million ounces in 2016 to 1.16 billion in 2024, while supply slipped from 1.06 billion to 1.02 billion over the same period – flipping a surplus into a structural deficit.

“Structural deficits are now colliding with a once-in-a-generation demand boom,” notes Hansen. “A clean break above $50 – a key historical resistance level – unlocks a direct path back to the $54.50 record high. Once that level gives way, $75 and even $100 an ounce will become the next long-term Supercycle targets.”

Dollar Crash Fuels Flight to Hard Assets

A crucial tailwind behind Silver’s meteoric rise is the ongoing collapse of the U.S dollar. The greenback has already fallen more than 11% in 2025 – its steepest annual decline since the early 1970s – and Morgan Stanley expects another 10% drop by 2026 as global confidence erodes.

Trump’s so-called “Liberation Day” policies, combined with record fiscal deficits and mounting political pressure on the Federal Reserve to slash rates, have undermined the dollar’s long-standing safe-haven appeal.

In a recent market note, The Gold & Silver Club observed: “The U.S dollar has entered a long-term bear market, igniting a seismic shift into hard assets. Gold and Silver – unlike fiat currency – cannot be devalued, duplicated or destroyed by monetary policy.”

A Strategic Reclassification Changes the Game

In a landmark decision, the United States has officially added Silver, Copper and Uranium to its critical minerals list – elevating Silver from an industrial Commodity to a strategic resource vital to national security and technological independence.

“This reclassification could trigger government stockpiling and tax incentives,” says Hansen. “With over 70% of U.S Silver refined overseas and China dominating global capacity, Washington’s move adds a powerful new bullish catalyst to Silver’s long-term outlook.”

By joining the same tier of strategic importance as Lithium and Rare Earths, Silver now carries a geopolitical premium unseen in decades.

The Most Critical Accumulation Window Since 2011

With rate cuts looming, the U.S dollar under pressure and supply deficits deepening, analysts at The Gold & Silver Club believe Silver is entering its most lucrative accumulation phase in over a decade.

“From now until year-end could be the most rewarding stretch for precious metals since the post-pandemic boom,” Hansen concludes. “The last time Silver looked this cheap, it doubled within months. History could be about to repeat.”

This is the moment decisive traders have been waiting for. The next historic move in Silver is already unfolding – and those still waiting on the sidelines won’t just miss a rally – they’ll miss the greatest wealth transfer of our generation.

Source: fxempire

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Justin

Economic

East West Bancorp's consensus analyst price target edged down marginally from $125.40 to $125.20, reflecting evolving views on the company's outlook. The modest adjustment comes as analysts weigh the impact of continued strong fundamentals against ongoing challenges in the sector. Stay tuned to discover how investors and observers can stay ahead as the narrative around East West Bancorp evolves.

Stay updated as the Fair Value for East West Bancorp shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on East West Bancorp.

What Wall Street Has Been Saying

Analyst sentiment for East West Bancorp has generally leaned positive in recent weeks, with several firms raising their price targets following solid quarterly results and improved bank guidance. However, not all views are uniformly bullish, and some firms remain cautious or maintain a more neutral outlook, citing broader sector risks and valuation considerations.

Bullish Takeaways:

BofA raised its price target to $133 from $128 after what it described as "another beat and raise quarter." This reflects increased confidence in earnings growth and forward guidance.
Citi lifted its price targets twice, most recently to $137 from $124. Analysts cited strong deposit growth and higher net interest income, and emphasized improved management execution and outlook transparency.
Cantor Fitzgerald initiated coverage with an Overweight rating and a $124 price target. The firm noted a "constructive view" on the macro backdrop that could support continued upside and robust loan growth across US banks.
Morgan Stanley hiked its price target to $126 from $111, seeing a steepening yield curve and lower short-term rates as an ideal backdrop for midcap banks like East West Bancorp. The firm also upgraded the industry view to Attractive.

Bearish Takeaways:

Despite positive results and upward price target revisions, both Truist and Piper Sandler maintained neutral or Hold ratings. They suggested that upside may already be reflected in the current share price and that near-term risks persist.
Truist, while raising its target to $116 from $112, continues to flag sector challenges including skewed investor preference toward larger banks and limited catalysts for near-term outperformance.
Piper Sandler increased its target to $104 from $100 but keeps a Neutral rating, noting that revised guidance is broadly in line with previous expectations and that the outlook for further estimate increases remains muted.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!

NasdaqGS:EWBC Community Fair Values as at Nov 2025

What's in the News

BofA raised its price target for East West Bancorp to $133 from $128 after the company posted another strong quarter and delivered higher forecasts for earnings per share through 2026.
Truist increased its price target to $116 from $112, citing greater confidence in East West Bancorp's higher net interest income, increased fee revenues, lower expenses, and expanded share buybacks after the third quarter report.
East West Bancorp completed the repurchase of 258,000 shares for $25 million in the third quarter of 2025, bringing the total to 7.37% of outstanding shares repurchased since 2020.
East West Bank announced a new partnership with Worldpay to expand payment solutions and enhance transaction capabilities for commercial and business customers in-store and online.

How This Changes the Fair Value For East West Bancorp

Consensus Analyst Price Target edged down marginally from $125.40 to $125.20.
Discount Rate increased slightly from 6.78% to 6.96%.
Revenue Growth projection declined modestly from 10.22% to 10.15%.
Net Profit Margin expanded a touch from 44.17% to 44.30%.
Future P/E ratio inched up from 13.45x to 13.48x.

Never Miss an Update: Follow The Narrative

Narratives offer a smarter way to invest by telling the story behind a company's numbers and forecasts. On Simply Wall St, any investor can craft or follow a Narrative, an easy-to-read, constantly updated summary that connects East West Bancorp's business story, financial projections, and current fair value. This helps you compare fair value to the latest market price and decide when to buy or sell. Narratives adapt quickly as news or results come in, giving you a living, actionable insight on the Community page.

Discover why following the original East West Bancorp Narrative keeps you ahead of market moves:

See how rising net interest income and digital banking partnerships are driving resilience and growth.
Understand the risks of heavy commercial real estate exposure and rapid sector change in banking technology.
Track updated forecasts and analyst assumptions for revenue, profit margins, and fair value, refreshed as new data arrives.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Source: Yahoo Finance

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Adam

Cryptocurrency

The US government shutdown has many consequences — and this time, bitcoin’s price is one of them. Now stretching past 36 days and marking the longest shutdown in US history, the standoff has quietly drained liquidity from the financial markets.

The reaction was swift. In a market already dominated by fear, BTC dropped 10.5% between Monday and Tuesday to $99,000, before recovering to nearly $103,000. Whether this proves to be the start of a deeper correction or simply another mid-cycle shakeout will depend on three things: how quickly liquidity returns once Washington reopens, and whether investor attention and technical strength can follow.

How the shutdown drains liquidity

Bitcoin has long mirrored global liquidity cycles, typically lagging the global M2 money supply by two to three months. With M2 still expanding — partly driven by China’s record 8.4% y-o-y M2 expansion in September 2025 — the broader macro backdrop remains supportive. Yet on shorter timeframes, local liquidity shocks in the US can override global trends.

The shutdown has pushed the Treasury General Account (TGA) above $1 trillion, which has drained cash reserves from the Federal Reserve and tightened conditions in overnight funding markets. Short-term borrowing rates, such as SOFR (Secured Overnight Financing Rate) and repo, remain high, reflecting ongoing market volatility. With reserves now below $2.9 trillion, funding stress is approaching levels last seen in late 2018, when overnight rates briefly spiked out of control.

This dynamic matters because when money moves into the TGA, it leaves the banking system. The longer the government remains shut, the less cash circulates — exactly the opposite of what risk assets like bitcoin thrive on.

Some near-term relief may come as month-end pressures fade, but reserve levels are already so low that volatility is likely to persist. The latest Treasury announcement, issued on November 3rd, showed that the Treasury expected to end the year with approximately $850bn in its account. When the government finally reopens, the TGA should decline again, injecting at least $150bn of liquidity back into the system.

Bitcoin momentum needs to return

Simply restoring liquidity to normal levels may not be enough to ignite a new bitcoin rally. The asset also needs to regain momentum and investor attention.

According to the latest Wintermute report, even as global liquidity expands and central banks pivot toward rate cuts, most new capital is flowing into equities and AI, not crypto. Analysts highlight two key indicators to watch: the behavior of ETF investors and Digital Asset Treasuries (DATs) — companies that hold significant bitcoin reserves on their balance sheets.

So far, the picture isn’t encouraging for funds. Bitcoin ETFs have experienced steady outflows, with between $200m and $500m exiting daily since last Wednesday, according to data from Coinglass.

Bitcoin dips below $100K as US liquidity dries up_1

On the DAT front, however, there may be a glimmer of optimism. Strategy Inc. ($MSTR), founded by Michael Saylor, announced on November 3 a new preferred stock offering called STRE — a euro-denominated, 10 % coupon instrument. The company plans to issue 3.5 million shares at €100 each, potentially injecting fresh liquidity into the bitcoin ecosystem while opening its “digital credit factory” to the euro markets.

BTC technical signals promise resilience

A 21 % pullback from October 6’s all-time high of $126,400 is hardly alarming given bitcoin’s typical volatility. What concerns traders more are rare technical signals now flashing.

One is the 50-week moving average, a key long-term support line. Analyst Kevin Svensen notes that bitcoin has tested this level twice in the current cycle without breaking its trend. “This is the lowest BTC can go without doing critical damage,” he wrote, adding that a weekly close above the 50-week SMA (around $103 K) would confirm the uptrend’s survival.

Bitcoin dips below $100K as US liquidity dries up_2

At the time of writing, BTC is resisting above that threshold, offering some relief to traders who hope that a strong weekly close could mark the start of another leg higher.

Others view the recent correction as a mid-cycle reset, rather than the start of a bear market. Trader Merlijn The Trader, who tracks 30 top-cycle indicators, including the Pi Cycle Top, Puell Multiple, and MVRV Z-score, notes that none have triggered yet. He argues that the market has not experienced its usual “euphoria phase” that typically precedes a cycle peak. In his words, “This is mid-cycle energy, not exit-liquidity season.”

Source: marketscreener

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Adam

Economic

Wall Street's main indexes extended losses to a second session on Friday, and were set for weekly declines, as concerns about the economy and sky-high valuations in the technology sector soured sentiment.

The tech-heavy Nasdaq (.IXIC) declined almost 2% on Thursday after Wall Street executives earlier this week warned a market correction could be on the way.

The S&P 500 and the Dow are both set for their steepest weekly loss in four, while the Nasdaq is poised for its worst weekly performance since March.

"There is a continuation of the concern of a possible pullback... it's traditional early November weakness triggered by elevated valuations and the running out of catalysts to support or propel the market," said Sam Stovall, chief investment strategist at CFRA Research.

Optimism around artificial intelligence has pushed markets to all-time highs this year, but concerns over monetization of the technology and circular spending within the industry has dampened enthusiasm for U.S. stocks in recent days.

Tech stocks such as Nvidia (NVDA.O) and Broadcom (AVGO.O) fell 2.8% and 2.2%, respectively. The information technology sector (.SPLRCT), and the broader semiconductor index (.SOX), were set for their biggest weekly declines in seven months.

At 10:01 a.m. ET, the Dow Jones Industrial Average (.DJI) fell 138.50 points, or 0.30%, to 46,773.80, the S&P 500 (.SPX) lost 46.63 points, or 0.69%, to 6,673.69 and the Nasdaq Composite (.IXIC) lost 278.31 points, or 1.21%, to 22,775.68.

The CBOE Volatility Index (.VIX) , Wall Street's fear gauge, hit its highest level in more than two weeks.

Tesla (TSLA.O) shareholders approved the largest corporate pay package in history for CEO Elon Musk. Shares fell 3.3% tracking broader market sentiment and weighed down the consumer discretionary (.SPLRCD) sector.

On the earnings front, data compiled by LSEG until Thursday showed 83% of 424 companies in the S&P 500 that have reported results so far have beaten Wall Street expectations, the highest rate of better-than-expected results since the second quarter of 2021.

Expedia (EXPE.O) jumped 16% to top the S&P 500 after the online travel platform boosted its forecast for full-year revenue growth and posted third-quarter profit above expectations.

ECONOMIC CONCERNS LINGER

The longest U.S. government shutdown in history has led to an information gap, with Federal Reserve policymakers divided on the future of monetary policy as private data paints a mixed picture of the economy.

The economic impact of the shutdown was far worse than expected, White House economic advisor Kevin Hassett said in an interview with Fox Business Network.

Meanwhile, the preliminary reading of the University of Michigan's Consumer Sentiment Index was 50.3 this month, compared with estimates of 53.2 according to economists polled by Reuters.

"The question is, will it exacerbate an economic slowdown within the U.S.? There is a lot of uncertainty... it's not just the Fed that is flying blind, it is the American consumer and investor as well," said Stovall.

Among others, Block (XYZ.N) slumped 10.5% after missing third-quarter profit expectations, and Take-Two Interactive (TTWO.O) declined 6.6% after delaying its popular video game GTA VI to November 2026.

Declining issues outnumbered advancers by a 1.29-to-1 ratio on the NYSE and by a 1.99-to-1 ratio on the Nasdaq.

The S&P 500 posted 8 new 52-week highs and 10 new lows while the Nasdaq Composite recorded 18 new highs and 211 new lows.

Source: reuters

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Justin

Central Bank

Americans expect inflation to moderate in the near term while expressing concerns about the job market and their personal finances, according to a Federal Reserve Bank of New York report released Friday.

The bank's Survey of Consumer Expectations for October showed households anticipate inflation to reach 3.2% a year from now, down from September's 3.4% expectation. Three and five-year inflation expectations remained unchanged at 3% for both time horizons.

Despite the improved inflation outlook, respondents showed increased concern about employment conditions. They predicted a higher unemployment rate in the coming year compared to the previous month's survey and anticipated greater difficulty finding work if they became unemployed, though they expressed less worry about losing their current jobs than in September.

The heightened concern about future employment was particularly pronounced among respondents under age 60 and those with some college education.

The survey also revealed growing pessimism about both current and future financial situations. However, Americans reported that credit is now easier to obtain and expected it to become even more accessible in the future.

Expectations for future earnings and income were mixed in October. Households anticipated declines in gasoline and food prices, while the expected year-ahead increase in medical costs reached its highest level since February 2023.

The survey was conducted throughout October amid the government shutdown and growing concerns about job market conditions. Last week, the Fed reduced its interest rate target by a quarter percentage point to the 3.75%-4.00% range, aiming to support employment while maintaining downward pressure on inflation, which remains above the Fed's 2% target.

Fed officials have indicated that the relative stability of longer-term inflation expectations gives them confidence that inflation will eventually return to target, as these expectations significantly influence current price pressures.

Source: Investing

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Daniel Carter

Economic

The Trump administration plans to auction offshore drilling rights across roughly half of the Gulf of Mexico next month, the first of 30 such lease sales in the area.

Roughly 80 million acres across the Gulf of Mexico, which Trump re-named the Gulf of America, will be available under the sale being held December 10, the Interior Department's Bureau of Ocean Energy Management said in the notice Friday. The agency said it was setting the lowest royalty rate permitted - 12.5%- "to encourage strong industry participation."

The lease sales are required under President Donald Trump's tax and spending bill, signed into law over the summer.

In all, the One Big Beautiful Bill Act mandates 36 sales of offshore oil and gas drilling rights, including 30 in the Gulf as well as at least six to be held in Alaska's Cook Inlet. The Bureau of Ocean Energy Management said in the notice Friday it planned to make about 1 million acres available in the Cook Inlet area for a lease sale planned for March 4, 2026.

The administration in the coming weeks is set to unveil a draft of a broader plan laying out a schedule of oil and gas right sales over a five-year schedule.

Source: Bloomberg Europe

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Devin

Commodity

Gold (GC=F) futures sat near $4,000 per ounce on Friday, remaining steady after last month's sharp sell-off but raising questions over where the precious metal is headed next.

Gold is still on pace for its best year since 1979, driven by central bank purchasing and increased inflows into exchange-traded funds (ETFs), bar and coin purchases. But the yellow metal is off roughly 9% from its all-time high north of $4,350 last month.

Analysts at Macquarie Group said Thursday they believe gold prices have likely peaked, noting that other central banks began cutting rates ahead of the Federal Reserve, which has remained noncommittal about another move in December. Rate cuts typically boost the metal's appeal over yield-bearing assets.

"With global growth beginning to rebound, central bank easing cycles near an end, real interest rates still relatively high and tensions between the US and China easing (at least for now), we suspect the near-term peak is in, with prices likely to fall over the coming year." chief economist Ric Deverell wrote on Thursday.

"However, the decline will likely be slower than seen after previous peaks, with prices remaining well above the end-2023 level through the current US Presidential term," he added. Gold was sitting near $2,000 per troy ounce almost two years ago.

The analysts noted if geopolitical tensions re-escalate or concerns about the size of the US government return, gold may rally further.

Gold saw its biggest daily drop in more than a decade in October, bringing a stunning rally to a sudden stop. It still ended the month with a roughly 5% gain.

A World Gold Council report released earlier this week said that a stronger dollar fueled gold's seesaw from its recent all time high.

"With no long-term momentum 'sell' signals seen thus far, our view is that an October decline will likely provide a healthy and much needed breather in the core long-term uptrend," the report said.

Even if a peak is reached, some Wall Street analysts still expect gold to rise from current levels from end of year.

"Despite the recent pullback in gold to around USD 4,000 an ounce from a peak above USD 4,300/oz, our target remains USD 4,200/oz for the next 12 months; a rise in political and financial market risks could lead gold to our upside target of USD 4,700/oz," UBS analysts said in note on Thursday.

Meanwhile Goldman Sachs analysts predicted last month that gold will reach $4,900 per troy ounce by the end of next year.

"While a correction in speculative upside call options structures likely contributed to the selloff, we believe sticky, structural buying will continue further, and still see upside risk to our $4,900 end-2026 forecast from growing interest in gold as a strategic portfolio diversifier," said Goldman Sachs analysts in October.

Analysts at Macquarie Group believe gold prices have peaked despite the Federal Reserve's recent interest rate cuts, which typically tend to make the yellow metal more attractive to investors against yield-bearing assets. REUTERS/Mariya Gordeyeva/File Photo · Reuters / Reuters