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Stock impact report

Silver Falls After Trump Holds Off on Critical Mineral Tariffs [Yahoo! Finance Canada]

StoneX Group Inc. (SNEX) 
Fears that tariffs would be imposed have kept some supplies, including silver, in US warehouses. That contributed to a global short squeeze last year and has continued to support prices into 2026. Trump's decision “suggests the administration will take a more surgical approach in making future decisions,” Daniel Ghali, a senior commodity strategist at TD Securities, said in a note. That “significantly alleviates the fear of a broad-based approach that could have inadvertently impacted the underlying bars that underscore benchmark metals prices.” About 434 million ounces of silver are held in warehouses linked to the Comex futures exchange in New York, roughly 100 million more than a year ago, when tariff-related trade disruptions intensified. While those inventories could help ease tightness in other markets, “there is likely to be some sclerosis in any silver movement out of the US,” according to Rhona O'Connell, an analyst at StoneX Group Inc. She noted that the white metal r Show less Read more
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