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Silver Sinks 20% as Gold Pulls Back After Record Highs

Analysts see central‑bank demand, geopolitics, plus the dollar’s path as the next catalysts.

Overview

  • Comex silver fell about 20% on Friday to $91.7 per ounce as the March contract slumped below $92.
  • Gold also retreated more than 5% after Thursday’s surge, marking a sharp correction from the previous session.
  • The pullback followed fresh records a day earlier, with gold touching an intraday high of $5,625.89 and silver topping $120–$121 per ounce.
  • One analyst said prices could ease if conflicts deescalate, the dollar strengthens, or central‑bank buying slows, describing the recent run‑up as a broad re‑pricing rather than a brief panic.
  • BKS Mir Investitsiy models gold near $5,000 by end‑2026 but flags high uncertainty, while another expert sees a path to $10,000 over three to four years; WGC data show 2025 central‑bank demand fell 20% and Russian retail buying declined 2% to 72 tonnes.