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。
Robert Gottlieb · WatchGold Team · 2026/09/22 21:34
#Gold & #Silver Options Reflect a Range-Bound Market — Despite GLD Call Buying
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…
Robert Gottlieb · WatchGold Team · 2026/09/22 21:32
#Gold & #Silver Options Reflect a Range-Bound Market — Despite GLD Call Buying
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…
Robert Gottlieb · WatchGold Team · 2026/09/17 14:27
#Gold Post-FOMC — and What I Learned at the CME Gold Dinner Last Night
Gold sold off post-FOMC as the market was hoping for a dovish hike and instead got a clearly hawkish message. The vote was 12-0 to raise rates 25 bps, and the dot plot was also hawkish. Glenn Youngkin, former Republican…
Ole Sloth Hansen · Saxo Commodity Strategy · 2026/09/16 5:45
Gold bounces as Fed hike is priced in
Gold has moved back above USD 4,300, finding renewed demand below that level as traders conclude that a US rate hike today is largely priced in, while some profit-taking on short bond positions has also supported the…
Robert Gottlieb · WatchGold Team · 2026/09/15 17:42
Crude Oil Up 5%, While Gold and Silver Are Down Only 0.5%
Despite crude oil surging 5% on the day and the U.S. dollar strengthening, gold and silver have held up impressively and are well off their lows. With the FOMC decision coming tomorrow, perhaps the market is looking for…
Ole Sloth Hansen · Saxo Commodity Strategy · 2026/09/15 6:56
Gold challenged ahead of FOMC
Gold trades near USD 4,300 after touching USD 4,252 on Monday, when technical selling briefly pushed the metal below USD 4,300. The pressure reflects a combination of rising oil prices, a US rate hike on Wednesday being…
Robert Gottlieb · WatchGold Team · 2026/09/13 22:37
Headline news out of the Middle East continues, with Iran saying they hit a commercial boat. Crude up and precious metals lower.
Crude up 2.7% whole gold and silver down 1%, all eyes will be on Crude, Iran and the upcoming FOMC meeting. The longer-term fundamentals for precious metals remain positive, but in the near term, the stronger USD, high…
Robert Gottlieb · WatchGold Team · 2026/09/10 17:55
Crude Oil Futures Up 6% Weigh on Precious Metals: Silver Hit Especially Hard. Implied gold and silver EFPs are lower but remain above OTC levels.
Crude oil futures are up approximately 6% today, weighing on precious metals, especially silver, which is presently down about $3.70 ( 5.4%). Gold is down approximately 1.3%. Implied gold and silver EFPs are lower but…
Robert Gottlieb · WatchGold Team · 2026/09/09 18:09
Gold and Silver Rally Despite Crude Oil Up ~2.5% — GLD Call Options Possibly Back in Play, which could tighten Implied EFPs as well as help the price.
After yesterday’s selloff, gold seems to be trying to make a comeback today despite Crude oil is up approximately 2.5%, while the USD came off slightly late this morning. A good friend of mine, a retired options trader,…
Ole Sloth Hansen · Saxo Commodity Strategy · 2026/09/09 8:00
Gold rangebound as weaker dollar offsets rate-hike and inflation risks
Gold traders - and the algorithmic programmes that account for a significant share of day-to-day activity - are currently struggling to determine which of several competing themes will ultimately set the tone, overall…