The "Great Turn" of American Banks in Silver – Who Will Pay the Account?

[Igor Pereira]

Traders, what we are seeing in the Silver futures market (COMEX) is not just a technical adjustment; it is a regime change. For the first time in years, US banks reversed their hand And they're not betting against metal anymore. They're officially now, Net Long (liquid purchases).

By Igor Pereira Financial Market Analyst

This is not an "optimist opinion" of the Internet. That's... Institutional Risk Management pure and hard, based on audited CFTC and CME data.

The Divergence That Can Break Banks

When we analyze the graph of banking participation, the story tells itself:

1. The American Escape (Blue Line): In just 5 months, the top 5 banks in the US massively covered their positions sold (shorts). They left an exhibition sold from ~144 million ounces to a position net purchase of 3.8 million ounces. They got out of front of the train.

2. The Alien Trap (Red Line): As the Americans switched sides, Non-American Banks (probably European and Asian) continue to hold the bomb. They still maintain a gigantic liquid sold position of 215,4 million ounces.

The phrase "Someone will hold the bag" has never been more real.

• Defense Moved Place: Historically, U.S. ingot banks (Bullion Banks) acted as the greatest price suppression force (discovered sale) in the silver rallies. Now that they are purchasedThey have no incentive to drop the price. On the contrary, they profit from the discharge.

• Risk of Short Squeeze: If Silver fires due to macro factors (Japan, inflation, war), non-American banks will be alone and exposed to billions in losses, forced to buy at any price to cover their 215 million ounce shorts.

• Risk Management: The US banks anticipated the move. They know that, in a scenario of physical scarcity and monetary instability, being sold in Hard Assets It's financial suicide.

Don't confuse it with "the price will rise straight tomorrow." What changed was the structure of the market. The heavy institutional resistance coming from the United States has disappeared.

To Trader: Follow the flow. If the American Smart Money stopped selling and started buying, operating sold in Silver is now betting against the casino owners.

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By Igor Pereira Financial Market Analyst