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The recent pullback in gold and silver has sparked nonstop commentary, but how much of it actually reflects what’s moving the markets?

In this video, we break down the real driver behind recent price action: index rebalancing, a scheduled, rule-based flow that forced major funds to sell futures as gold and silver became oversized in commodity benchmarks like the Bloomberg Commodity Index. This is not about sentiment, geopolitics, or macro forecasts, it’s about market structure and mechanical flows.

We explain:

What index rebalancing is and why it matters

How this flow creates short-term volatility but does not change the long-term fundamentals

Why commentary often misses the real driver of price moves

What banks and analysts (from TD Securities to Deutsche Bank and Goldman Sachs) are saying and how to interpret it

The difference between mechanical selling and genuine market conviction.

Video Length 00:08:22

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