Metals & Macro Liquidity

US Special Envoy Steve Witkoff met with UAE National Security Advisor Tahnoon bin Zayed Al Nahyan (TBZ) last weekend on the Mediterranean island of Sardinia to discuss next steps for resolving the Iran crisis, Axios reported on the 2nd (local time) citing two sources. The meeting occurred days

Grayscale Head of Research Zach Pandl argued on Sept. 1 that crypto could serve as a diversification tool as U.S. household equity exposure reached a record 46.71% of financial assets at the end of 2025, according to Federal Reserve data. The assessment highlighted that elevated stock

According to Jin10 Futures, domestic gold futures in Shanghai hit a one-month low on Wednesday, Sept. 3, as precious metals across Chinese futures markets declined sharply. Federal Reserve Chair Jerome Powell's hawkish signals at the Jackson Hole Global Central Bankers Conference shifted market

According to Bloomberg ETF analyst Eric Balchunas, over the past six months, Bitcoin's correlation with U.S. stocks remained at around 0.4, lower than gold, small-cap stocks, emerging markets, and U.S. Treasuries. Balchunas noted that while gold and Treasury correlations with U.S. equities have

According to ChainCatcher reporting Grayscale data, as of end of 2025, U.S. household holdings of direct and indirect corporate stock reached 46.71% of financial assets, up from 43.99% a year earlier. Grayscale Research Director Zach Pandl noted that elevated stock concentration and valuations

iShares Silver Trust, the world's largest silver ETF, saw holdings decrease by 40.23 tonnes today, bringing current holdings to 15,319.69 tonnes.

According to multiple media outlets, the U.S. Mint on Wednesday, September 2 released one-dollar coins featuring President Trump's portrait, making him the first sitting U.S. president to appear on everyday circulating currency. The coins, minted to commemorate America's 250th anniversary, are

According to Guru Club, on September 3, spot gold traced a V-shaped recovery, falling to a low of $4,282.63 (the lowest since August 7) before rallying 1.38% to approach $4,400 during the U.S. session. The U.S. Dollar Index declined 0.11% to 99.51, recording its largest single-day drop since August

According to SPDR Gold Trust holdings data, the world's largest gold ETF increased its position overnight (September 1) by 9.984 tons, bringing total holdings to 1,056.62 tons.

The Dutch central bank (DNB) transferred over 78 tons of gold from the New York Federal Reserve to London, citing heightened geopolitical tensions. DNB Governor Olaf Sleijpen announced the move on local time 2nd, stating the transfer improves trading liquidity for gold reserves. London serves as the

According to DNB Governor Olaf Sleijpen, the Dutch central bank transferred more than 78 tons of gold from the U.S. Federal Reserve Bank of New York to London on September 2, citing heightened geopolitical tensions. The move aims to improve liquidity of gold reserves and strengthen crisis

On Wednesday (Sept. 2), spot gold rose 1.39% to $4,389.36 per ounce at the New York close, while spot silver gained 1.97% to $65.34 per ounce. The Philadelphia Gold & Silver Index advanced 3% to 403.57, and the NYSE ARCA Gold Miners Index climbed 1.91% to 2,794.88.

On Wednesday (Sept 2), gold ETF surged 1.52%, while Russell 2000 small-cap index ETF rose 1.18%, topping major U.S. equity asset class ETFs. Long Japanese yen, emerging markets, and Dow ETF also posted modest gains of 0.93%, 0.57%, and up to 0.54%, respectively. Conversely, agricultural

Bitcoin and gold markets are experiencing correlated movements as gold retraces gains from August. CryptoTwitter commentator Ran Neuner reported that interest rate hike odds have risen to 70%, up from 40% last week. The shift is driven by energy prices and economic discussions at Jackson Hole.

According to CryptoTwitter commentator Ran Neuner, interest rate hike odds have risen to 70% from 40% last week, driven by energy prices and monetary policy discussions at Jackson Hole. This shift is adding downward pressure to Bitcoin as gold prices retreat from their August rally gains,

Gold futures on the COMEX exchange rose on December 2 (US Eastern time) as US Treasury yields declined. December delivery gold futures (GCZ6) traded at $4,416.40 per troy ounce as of 1:07 PM, up $20.00 or 0.45% from the previous settlement price of $4,396.40. The price increase occurred amid a

According to Yonhapinfomax, gold futures on COMEX rose $20 to $4,416.40 per ounce on September 2, as U.S. Treasury yields declined. The two-year U.S. Treasury yield fell nearly 2 basis points, while the dollar index dropped 0.13% to 99.6 amid yen strength. David Meger, metals trading head at

Shanghai Futures Exchange crude oil futures contract 2610 closed up 2.57% at 694.70 yuan per barrel in the night session on September 2. Shanghai gold futures rose 0.86%, while Shanghai silver futures gained 1.06%.

The U.S. Department of Treasury released multiple general licenses for Venezuela on September 2. The Trump administration's permits cover activities related to Venezuelan coal, gold, and mining operations.

According to Bloomberg, Barrick Gold is considering delaying the initial public offering of its North America Gold division until 2027, according to sources familiar with the matter.