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Silver Sets New Record Above $61 on Fed-Cut Bets and Tight Supply

Markets await the Fed decision for signals that could shape 2026 policy.

Overview

  • Spot prices climbed to roughly $61.6 an ounce after a clean break of the $60 mark, extending 2025 gains that have more than doubled silver’s value.
  • Traders price an 87%–89% chance of a 25-basis-point cut, with speculative positioning and options activity adding to momentum.
  • ETF demand accelerated with a reported 324 tonnes added in a week, reinforcing investment flows into the metal.
  • Supply strains persist as London borrowing rates stay elevated and Chinese inventories hover near decade lows, following October’s vault squeeze.
  • India’s market reflected the surge, with retail quotes near ₹1.92 lakh/kg and MCX futures around ₹1.88–1.92 lakh/kg, including an ₹11,500 single-day jump in Delhi.