US Strikes Iranian Nuclear Sites
A dramatic military escalation—Operation Midnight Hammer—saw U.S. forces strike Iran’s most sensitive nuclear sites at Fordow, Natanz, and Esfahan. The deployment of bunker-busting GBU‑57 bombs by B‑2 bombers marks a serious intensification in the conflict. This pivotal moment has intensified investor focus on safe-haven assets, especially precious metals.
In the metals sector, gold remains robust, trading between US $3,340 and $3,420 per ounce and consistently holding above its 30-day moving average—a clear bullish signal in technical terms. Silver has surged to US $36–$37 per ounce, reaching multi-year highs driven not only by its traditional role as a safe haven but also by industrial demand, including electronics and solar. The gold-to-silver ratio has tightened significantly, falling from approximately 107.1:1 to around 93.4:1. This indicates that silver is outpacing gold and suggests further upside, given silver’s historically higher volatility.
Regarding Federal Reserve policy, the Fed has adopted a cautious or “hawkish pause.” It held rates steady at 4.25%–4.50%, while its dot plot now reflects fewer rate cuts expected in 2025 and only modest easing into 2026. As a result, real yields have risen, putting short-term pressure on gold and silver, but this has not dampened their broader appeal amid geopolitical uncertainty.
Historically, similar periods of slower economic growth have triggered rapid policy pivots. Should economic data weaken further, or if Middle East tensions escalate, the Fed may shift to a more dovish stance—potentially sparking renewed inflows into precious metals.
In summary, the U.S. military action has sharpened the case for precious metals at a critical technical and strategic inflection point. Gold offers defensive resilience, while silver provides leveraged growth potential. Current dip levels—USD 3,300–3,350 for gold and USD 36–37 for silver—represent attractive accumulation zones for long-term investors seeking both protection and upside.
A future Fed pivot toward easing or intensified geopolitical conflict could serve as the next powerful catalyst for further metal price gains.
For those ready to act, acquiring bullion from reputable dealers ensures quality and security. Consider browsing offerings at GBA —a trusted precious metals dealer based in Australia with decades of experience, secure storage options, and transparent pricing tailored for both new and seasoned investors.
This publication has been prepared for the GBA Group Companies. It is for education purposes only and should not be considered either general of personal advice. It does not consider any particular person’s investment objectives, financial situation or needs. Accordingly, no recommendation (expressed or implied) or other information contained in this report should be acted upon without the appropriateness of that information having regard to those factors. You should assess whether or not the information contained herein is appropriate to your individual financial circumstances and goals before making an investment decision, or seek the help the of a licensed financial adviser. Performance is historical, performance may vary, past performance is not necessarily indicative of future performance. Any prices, quotes or statistics included have been obtained from sources deemed to be reliable, but we do not guarantee their accuracy or completeness.