Silver Has More Premium to Lose Than Gold as Yields Rise and Industrial Tightness Eases
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Action Forex
Tuesday, September 29, 2026 at 10:02 AM UTC

Silver Has More Premium to Lose Than Gold as Yields Rise and Industrial Tightness Eases

TL;DR: Gold and Silver both sold off as the U.S. 10-year yield surged to a fresh multi-decade high near 5.232%, but BMO Capital Markets' new long-term forecasts show Silver trading nearly 30% above its structural anchor of $47, versus Gold sitting just 4% above its $4,000 anchor—leaving Silver far more exposed to a premium unwind.

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Silver Has More Premium to Lose Than Gold as Yields Rise and Industrial Tightness Eases