Silver climbed within striking distance of $42 an ounce on Monday, posting its strongest rally since 2011 as a deteriorating U.S labour market reinforced expectations of a September Fed rate cut.
The highly anticipated Non-Farm Payrolls data confirmed a sharp slowdown in job creation with unemployment rising to the highest level since 2021. Analyst at GSC Commodity Intelligence are now pricing in near 100% odds of a 25 basis-point cut on September 17. The possibility of a shock 50 basis-point “jumbo rate cut” has also emerged – a move that could send precious metal prices into the stratosphere.
Silver has already surged +47% year-to-date, more than doubling in value over the last three years. The momentum is unmistakably bullish. Data tracked by GSC Commodity Intelligence – shows a steady rise in speculative longs, while flows into physical Silver and ETFs continue to accelerate. Wall Street desks are openly discussing the possibility of $50 an ounce by year-end if institutional allocation expands further.
“Every indicator we track is flashing green” says GSC Commodity Intelligence. “Institutional positioning, ETF inflows and physical demand are all converging to create what we believe is the most powerful setup for Silver in more than a decade.”
Fuel is being added to the fire on multiple fronts. Labour market weakness has cemented the case for monetary easing, while persistent inflation ensures real yields remain negative. At the same time, geopolitical uncertainty – from tariff disputes to renewed trade tensions amplifies safe-haven demand. “The asymmetry of risk-reward is staggering” adds GSC Commodity Intelligence. “A single well-timed position in Silver could quickly deliver what used to take months – if not years – to achieve.”
For traders, the September FOMC policy meeting is now the defining catalyst. Markets are not only pricing in a cut but also assigning double-digit odds to a 50 basis-point shock move, reminiscent of the Fed’s unexpected decision in September 2024.
According to GSC Commodity Intelligence, “The Fed has a habit of surprising the markets. If policymakers opt for a 50 basis-point cut – Silver prices could go stratospheric overnight. Our proprietary data shows the probability of a jumbo cut is higher than most traders realise.”
Such a decision would be the textbook trigger for a new Supercycle – a sustained multi-year uptrend in Commodities last seen during the post-2008 Global Financial Crisis.
Beyond monetary policy, Silver’s fundamentals are screaming higher. The market is on course to register its fifth consecutive annual supply deficit with mine output unable to keep pace with industrial demand. Consumption is exploding across growth sectors. Solar panels and renewable technologies continue to absorb increasing volumes of Silver thanks to its unmatched conductivity. The expansion of electric vehicles and electrification infrastructure is also fuelling demand, while AI data centres and semi-conductors are adding an entirely new dimension of structural consumption.
“Structural deficits are colliding with an unprecedented demand boom,” explains GSC Commodity Intelligence. “This is the kind of perfect storm that doesn’t come around often. Breakouts above the $40–$42 resistance zone unlock a direct path to $50 an ounce – and once that level gives way, the market will move faster than most traders can imagine.”
Silver is not alone. Gold has already surged +35% in 2025, hitting a new all-time record high of $3,646 an ounce. Analysts at Goldman Sachs now forecast a run toward $5,000 an ounce – that’s a +40% gain from current levels. For context, one ounce of Gold was just $35 in 1971 when Nixon closed the Gold window. Today’s price represents a 103-fold increase over five decades.
GSC Commodity Intelligence highlights the historic parallel – “Gold is already confirming the trend. Historically, Silver lags Gold on the breakout, but when it catches up, it does so with explosive force”.
This is where fortunes are made. Already in 2025, precious metals have delivered double-digit moves not in months, but in weeks – sometimes days. Traders who hesitate risk missing what many are calling the ‘Golden Age of Trading.’
The verdict from GSC Commodity Intelligence is emphatic: “From now until year-end is the moment. Rate cuts, rising inflation and geopolitical volatility guarantee the biggest opportunities across precious metals since the post-pandemic boom. Those who position now will capture what could be the most profitable Supercycle of our generation.”
If you missed Gold at $1,500, $2,000, $2,500, $3,000 and even $3,500 an ounce – don’t make the same mistake with Silver at today’s levels. This is the second chance you can’t afford to miss!
Where are prices heading next? Watch The Commodity Report now, for my latest price forecasts and predictions: