Materials Down on Precious Metals Slump -- Materials Roundup - marketscreener.com

The materials sector following metals down tells you everything about how interconnected these paper markets have become. But here's what the algorithms miss: central banks added another 800 tonnes in 2024, COMEX registered gold sits near historic lows, and industrial silver demand keeps climbing. When broad sector rotation hits precious metals, it creates technical selling that has nothing to do with monetary metals fundamentals. These are the moments stackers live for. The same financial system stress that's rotating out of materials sectors is exactly why you hold physical metals in the first place. Physical premiums aren't budging because dealers know what's coming.