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Silver Sets New Record Above $60 on Fed Cut Bets and Supply Strains

Rate-cut expectations are drawing fresh buyers into a market constrained by tight physical supply.

Overview

  • Silver hit an all-time high of $60.9213 an ounce and was last near $60.7465 in early Asia trade after a 4.3% surge the previous session.
  • Traders are pricing a quarter-point Federal Reserve cut at the Dec. 9–10 meeting, with comments from Kevin Hassett reinforcing the prospect of lower rates.
  • Borrowing and lease rates remain elevated and Shanghai inventories sit near decade lows even as some metal has moved into London vaults.
  • Inflows into silver-backed ETFs were the largest in a week since July, adding fuel to the rally.
  • After silver’s addition to the US critical minerals list, tariff uncertainty has kept more metal onshore and left Comex inventories near historic highs.