WatchGold Team
執筆者：Robert Gottlieb
Market commentary from the WatchGold team.
Asharq/Bloomberg TV Interview: WatchGold Co-Founder Bob Gottlieb Discusses the Precious Metals Market Following Yesterday’s CPI Report
2026/08/13
https://now.asharq.com/clips/1819270/%D9%87%D9%84-%D9%8A%D8%B9%D9%88%D8%AF-%D8%A7%D9%84%D8%B0%D9%87%D8%A8-%D8%A5%D9%84%D9%89-5-%D8%A2%D9%84%D8%A7%D9%81-%D8%AF%D9%88%D9%84%D8%A7%D8%B1-%D9%82%D8%A8%D9%84-%D9%86%D9%87%D8%A7…
#Gold finished higher on the day, but a late rally in the U.S. dollar took some wind out of its sails. What are implied Gold EFPs, CME warehouse, options vol., and GLD options telling us?
2026/08/12
The WatchGold 1-day Gold/USD chart below clearly shows the dollar strengthening late in the session and gold giving back some gains, although gold still finished approximately $25 higher on CME close. The implied…
CPI Comes In as Expected: Gold & Silver Pause, Then Resume Their Rally
2026/08/12
Today’s CPI came in right in line with expectations, removing at least for now, one potential headwind for precious metals. Headline CPI was 3.4% year-over-year, exactly as forecast, and down slightly from 3.5% in June.…
Today's Gold & Silver Price Action – What Are the Implied Gold & Silver EFPs and CME Gold Warehouse Stocks Telling Us?
2026/08/11
Gold briefly broke above its 100-day moving average of $4,389, but was unable to hold that level as a stronger U.S. dollar weighed on prices later in the session. Both gold and silver finished well off their intraday…
An interesting day for #Gold and #Silver, with both metals rallying despite crude oil climbing 4.4% and U.S. interest rates moving higher. At the same time, implied gold and silver EFPs remain elevate
2026/08/10
We've done a lot of constructive work to reach this point, and market positioning appears to be rebuilding. All eyes now turn to this week's CPI report, which should provide additional guidance on the FOMC's next move.…
Implied Silver EFP and London OTC Rates Continue to Move Higher as Implied Silver EFPs continue to strengthen.
2026/08/06
Implied September Silver EFP on Watchgold platform is currently around 24¢, while the broker market settled at approximately 23¢ mid. At 23¢ over September CME futures, the implied yield is approximately 6.0%, compared…
Gold and Silver: I was almost starting to run out of patience...
2026/08/06
It looked like the precious metals rally was beginning to gain real momentum today. Gold and silver got off to a strong start, and it finally felt like the market was ready to break higher after several weeks of…
Gold and Silver Get a Strong Bid today!
2026/08/05
Gold and silver staged an impressive rally today. Crude oil declined again on continued optimism surrounding developments in the Strait of Hormuz, while the U.S. dollar weakened and equity markets moved higher. Against…
Implied gold EFP trading high but silver even higher due to tariff threats
2026/08/04
While the implied December gold EFP on Watchgold shows $57.25, that is a little high due to time delays between our spot and futures prices. The broker settled December gold EFP at $56.50 which is approximately 4.25%…
The Central Bank of Tether - impact on gold
2026/08/04
Tether gold purchased approximately 450k oz of gold in Q2/26 according to their external reporting, more than double the 210k oz bought in Q1/26, bringing its total holdings to 4.7Moz, worth $18.8 billion. Tether’s…