マーケットコメンタリー
著名ストラテジストによる短くタイムリーな見解 — 市場を動かした要因と注目ポイント。
Ole Sloth Hansen · Saxo Commodity Strategy · 2026/09/03 5:58
Gold rebounds
Precious metals, led by gold, trade higher for a second day, supported by softer US economic data and lower oil prices, which have helped arrest the rise in bond yields. Additional support has come from a softer dollar,…
Robert Gottlieb · WatchGold Team · 2026/09/02 17:54
Gold Recovers Late — But Patience Is Still the Best Trade on the Board
Gold rallied into the end of the day as the U.S. dollar came off its highs. But make no mistake, we remain in a headline-driven market, crude oil, the USD, Iran, the FOMC and U.S. interest rates are all capable of…
Robert Gottlieb · WatchGold Team · 2026/09/01 13:25
Headline News Again Weighing on Precious Metals
Crude oil is up approximately 3%, trading around $88.24, adding another potential inflationary concern for the markets. With crude moving higher, the threat of the FOMC keeping U.S. interest rates higher, or potentially…
Ole Sloth Hansen · Saxo Commodity Strategy · 2026/09/01 13:01
Gold correction driven by long liquidation as yields bite
Rate hike expectations and rising long-end bond yields are currently the two biggest headwinds weighing on gold and other investment metals, with the recent strengthening of the dollar adding another layer of pressure.…
Robert Gottlieb · WatchGold Team · 2026/08/30 20:38
A Great Conversation with David Morgan — One of the Straight Shooters in Precious Metals
I had the pleasure of joining David Morgan for a podcast discussion. David is a straight shooter and one of the most knowledgeable voices in the precious metals arena. We had a great conversation about gold, silver, and…
Robert Gottlieb · WatchGold Team · 2026/08/28 16:23
Initially Gold Sells Off After Chair Warsh Jackson Hole speech while Silver initially held off
The initial reaction to Fed Chair Warsh’s Jackson Hole speech is that it was hawkish, but not nearly as hawkish as some in the market had feared. Gold initially sold off approximately $60, then rebounded Interestingly…
Robert Gottlieb · WatchGold Team · 2026/08/26 14:47
All eyes on FOMC Chair Warsh's Jackson Hole speech Friday. What will it mean for #Gold & #Silver?
Crude, gold and oil all down between 0.5% - 0.7%, while stronger USD weighing on gold. See impact of USD on gold today on Watchgold/USD 1-day chart. Friday could be an important day for precious metals, with Chair Warsh…
Robert Gottlieb · WatchGold Team · 2026/08/25 18:23
Let's Take a Look at hashtag#Silver: Implied EFPs, Inventory Balances and London OTC Rates
It's a relatively quiet day in precious metals, with crude oil lower and both gold and silver slightly higher. But underneath the quiet price action, there are some interesting developments in the silver market worth…
Robert Gottlieb · WatchGold Team · 2026/08/24 20:54
#Gold Slightly Higher While #Silver Is Modestly Lower — Implied EFPs Remain Elevated as evidenced on Watchgold platform. ATM one-month vol is rising.
Gold is slightly higher today while silver is modestly lower, despite crude oil trading lower and the U.S. dollar strengthening. Both implied Gold and Silver EFPs on WatchGold remain relatively elevated compared with…
Robert Gottlieb · WatchGold Team · 2026/08/21 19:19
What a beautiful way for #Gold & #Silver to end the week! 🚀
But the bigger question is: Are we looking at the beginning of the next leg of a longer-term rally? Take a look at the WatchGold 1-day Gold/Silver spot chart below. After months of consolidation, sharp corrections,…