WatchGold Team
By Robert Gottlieb
Market commentary from the WatchGold team.
December CME Gold and Silver EFPs Move Lower Alongside Prices: What Does This Signal?
Oct 14, 2026
December CME Gold and Silver EFPs Move Lower Alongside Prices: What Does This Signal? Silver is leading today's precious metals selloff, with prices now down approximately 6% on the session. However, developments in the…
CPI Rises 3.7% as September Gas Prices Surge — #Gold and #Silver Sell Off Sharply
Oct 14, 2026
Precious metals are facing renewed selling pressure following a 3.7% CPI reading, driven in part by surging gasoline prices in September. Crude oil is up $1.25today, while silver has fallen more than 4% and gold is down…
Geopolitics are back in focus. Impact on Gold & Silver:
Oct 8, 2026
The Pentagon instructed U.S. Central Command several days ago to prepare for the possible resumption of major combat operations against Iran, according to an Axios report citing U.S. officials. The headline helped push…
No surprise today: U.S. rates are sharply higher, pushing the U.S. dollar higher and contributing to a significant selloff across #Gold, #Silver and #Equities.
Oct 7, 2026
Despite the near-term pressure, my longer-term outlook for gold and silver remains positive. A key question is when geopolitical tensions, particularly the Iran crisis begin to ease, and U.S. rates ultimately move…
A relatively quiet day in precious metals as the LBMA Global Precious Metals Conference gets underway in Sorrento, Italy. Implied Gold EFP is easing alongside volatility. Meanwhile, the Bundesbank is
Oct 5, 2026
Crude is down about 1%, gold is up roughly $5, and silver is today’s standout, gaining around $1.00 after being hit hard recently. The implied December gold EFP on WatchGold.org is around $27.50 (4.37% annualized yield…
#Gold & #Silver — Total Capitulation as Crude and the USD Surge
Sep 28, 2026
Gold and silver are getting hammered today, with crude oil up nearly 3%, gold down $172 (4%) and silver plunging $3.62 (5%), while the U.S. dollar continues to rally. This is exactly why I have been advocating patience…
Gold & Silver: Same Old Story — Crude and USD Higher, Precious Metals Lower
Sep 24, 2026
Same old story. Crude oil and the U.S. dollar continue to climb, putting pressure on gold and silver. What I find particularly interesting is that implied gold and silver EFP yields are finally moving lower along with…
#Gold and #Silver Sell Off as the USD Strengthens while Implied EFP Yields Remain Elevated
Sep 23, 2026
Gold and silver sold off today as the U.S. dollar strengthened throughout the session. Rising crude oil prices are also adding to inflation concerns and expectations for further FOMC tightening, putting additional…
#Gold & #Silver Options Reflect a Range-Bound Market — Despite GLD Call Buying
Sep 22, 2026
My good friend Ralph Mizrahi put out an interesting LinkedIn post on GLD options. He is a great source for following options activity, and there has clearly been some notable call buying. With that said, implied…
#Gold & #Silver Options Reflect a Range-Bound Market — Despite GLD Call Buying
Sep 22, 2026
My good friend Ralph Mizrahi put out an interesting LinkedIn post on GLD options. He is a great source for following options activity, and there has clearly been some notable call buying. With that said, implied…