Metals & Macro Liquidity

According to Jin10, Shanghai Gold Exchange released trading data for August 4. Gold futures (Au T+D) showed long positions paying short positions in contango fees, while silver futures (Ag T+D) displayed the same contango

According to Shanghai Gold Exchange, gold T+D futures closed 0.25% higher at 884.0 yuan per gram on August 4, while silver T+D futures rose 1.5% to 14,332.0 yuan per kilogram.

According to Jin10 Futures, as of 15:00 Beijing time on August 4, spot platinum rose 1.13% while spot palladium gained 1.14% during the noon session.

According to Odaily, China Gold ETF has recorded net inflows for 14 consecutive trading days, marking the longest continuous inflow period since March 2026.

According to Guru Club, Shanghai Silver futures rose 2% intraday on August 4, trading at 14,394 yuan per kilogram.

According to Seoul Economic Daily, South Korea's central bank resumed physical gold purchases on August 4, the first time in 13 years. The central bank has established a cooperation framework with the Korea Exchange (KRX) and Korea Securities Depository (KSD) to acquire domestically produced gold in

According to Jin10 Data, on Aug 4, domestic gold jewelry prices from multiple brands remained stable compared to yesterday, with most brands quoting around 1,231 yuan per gram (approximately $174 USD based on current

From 02:30 to 02:45 UTC on August 4, 2026, BTC rose sharply over the 15-minute period, closing up 0.32%. It traded within a range of 63,689.1–63,971.4 USDT, representing an amplitude of 0.44%. After rebounding approximately 2.5% from the intraday low of $62,300, the price stabilized around $63,836, bringing the 24-hour gain to 1.04%. Market volatility remained limited, and the overall trend showed a mild upward move driven by risk aversion. The primary driver was the spillover effect among safe-

According to Guang Da Futures, on August 3, the U.S. ISM manufacturing index rose to 55.6 in July, exceeding market expectations of 53.9 and marking the highest level since May 2022. The production index climbed to 58.5, while new orders reached 56.7 and employment rose to 52.8, the first increase s

According to South Korea's central bank, the Bank of Korea on August 3 resumed gold purchases for the first time in 13 years, prioritizing domestic won-denominated purchases to expand foreign reserves without depleting dollar holdings. The central bank has partnered with domestic gold producers and

From 01:00 to 02:00 (UTC) on August 4, 2026, BTC moved sideways with an upward bias, posting a Return % of +0.18%. The price ranged from 63,363.5 to 63,489.0 USDT, with an Ampl of 0.20%, trading in the upper-middle portion of the range. The main driver of this move was the spillover effect among safe-haven assets amid escalating geopolitical risks. The U.S.-Iran conflict continued to escalate, with Iran launching ballistic missiles at a U.S. military base in Kuwait and disrupting passage through

According to Odaily, on August 4, the U.S. dollar strengthened against the Japanese yen, with USD/JPY climbing 0.24% to 157.513, according to the latest data from Gate. In commodities, gold prices fell to $4,049.09 per ounce, declining 0.06% intraday, while WTI crude oil rose 1.44% to $81.52 per

Palladium futures main contract declined over 2% intraday on August 4, currently trading at 300.50 yuan per gram.

According to Shanghai Gold Exchange data, gold T+D prices fell 0.06% to 881.3 yuan per gram during early trading on Aug 4, while silver T+D prices rose 0.08% to 14,131.0 yuan per kilogram.

According to Guru Club, gold futures in New York broke through $4,120 per ounce on August 4, gaining 0.73% during intraday trading.

According to SPDR Gold Trust, the world's largest gold ETF reduced its holdings by 1.141 tons on Aug 2, bringing total holdings to 1,005.874 tons.

The World Gold Council reported central banks purchased a net 289 tonnes of gold during the second quarter, a sharp rebound from the revised first-quarter total of just 56.5 tonnes. The council significantly reduced its estimate for first-quarter official-sector buying from the previously reported f

According to the World Gold Council's second-quarter Gold Demand Trends report, central banks net-purchased 289 tonnes of gold in Q2 2026, a sharp rebound from the revised Q1 total of 56.5 tonnes. The World Gold Council significantly reduced its first-quarter estimate from the previously

According to the Institute for Supply Management, the U.S. Manufacturing Purchasing Managers Index rose to 55.6 in July, up from 53.3 in June and marking the highest reading since June 2022. The headline figure exceeded consensus forecasts of around 54, reflecting manufacturing activity expanding