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市场点评

来自具名策略师的简短实时观点——市场为何波动、接下来看什么。

Robert Gottlieb · WatchGold Team · 2026年8月10日 18:21

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

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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.…

Robert Gottlieb · WatchGold Team · 2026年8月6日 18:10

Implied Silver EFP and London OTC Rates Continue to Move Higher as Implied Silver EFPs continue to strengthen.

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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…

Robert Gottlieb · WatchGold Team · 2026年8月6日 17:55

Gold and Silver: I was almost starting to run out of patience...

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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…

Robert Gottlieb · WatchGold Team · 2026年8月5日 18:23

Gold and Silver Get a Strong Bid today!

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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…

Robert Gottlieb · WatchGold Team · 2026年8月4日 18:55

Implied gold EFP trading high but silver even higher due to tariff threats

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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%…

Robert Gottlieb · WatchGold Team · 2026年8月4日 18:32

The Central Bank of Tether - impact on gold

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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…

Robert Gottlieb · WatchGold Team · 2026年8月4日 17:36

Gold and Silver Looking Perky Today

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Gold and silver are showing encouraging price action today, while crude oil is down more than 4.5% and equity markets are rallying strongly. Both metals are holding firm and forming a base and attempting to move higher.…

Robert Gottlieb · WatchGold Team · 2026年8月3日 15:17

Despite crude oil is down 6%, not helping gold today as USD stronger.

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The markets are pricing in a 65-70% chance of a 25 bp USD rate hike for September's FOMC meeting. See today's 1 day spot gold/usd chart from Watchgold

Robert Gottlieb · WatchGold Team · 2026年7月15日 15:19

Y'all Street Gold and Silver ETFs Launch

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Texas Precious Metals has launched the Y'all Street Physical Gold ETF (YSAU) and Y'all Street Physical Silver ETF (YSAG) on the Nasdaq. They are the first physically-backed bullion ETFs to store 100% of their gold and…

Ole Sloth Hansen · Saxo Commodity Strategy · 2026年7月15日 14:54

Gold Holds Firm While Silver and Platinum Waver

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¤ Gold remains trapped in a broad USD 3,950–4,200 range as investors weigh the inflationary impact of higher energy prices against the longer-term risks to economic growth. ¤ Softer-than-expected US inflation briefly…