From our precious metals point of view, I would note that if the production of these metals fails to meet demand, prices will likely rise, perhaps very smartly, thereby fueling additional increments of future inflation.

It appears that market softness due to a slowing Chinese economy may already have affected precious and base metals quotes.

…one thing is certain for the precious metals—these events reflect growing instability—and growing instability has historically been positive for the prices of gold and silver.