Trading Insights

Silver (XAG/USD)

Silver Explodes to New High on Fed Independence Crisis

Silver exploded to new high following conflict between Federal Reserve and US government. Current surge is product of commodity supercycle driven by industrial demand and demand for safe assets as traditional assets highly correlated. CME raised margin requirements to $25,000 with shortage in Shanghai markets as Asian industrial demand eating up new supply. Can expect sustained bullish momentum from this point onwards, but no big jumps till paper market reflects shortage in West.

Key Levels: Support at $76.451 | Resistance at $88.846

Investor Takeaway: Explosive breakout to new high driven by institutional crisis and safe-haven demand; commodity supercycle thesis validated as Trump-Fed conflict accelerates precious metals rally despite Western paper market denial of Shanghai shortage.

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