Metals & Macro Liquidity

Gold prices held near $4,500 per ounce on Tuesday following a nearly 2% decline the previous trading day, pressured by escalating Middle East tensions. U.S. forces repelled an Iranian attack while escorting two American-flagged vessels through the Strait of Hormuz, while the UAE reported

According to Iranian media reports and officials, gold prices stabilized near $4,700 per ounce on Thursday amid heightened uncertainty surrounding a fragile Middle East ceasefire agreement. Iranian officials reported that tanker traffic through the Strait of Hormuz has been suspended following

On Friday, gold held above $4,600 per ounce after rising nearly 2% on the previous trading day, supported by U.S. dollar weakness following Japan's intervention in the currency market. According to World Gold Council data, central banks increased their gold reserves during the first

Gold prices remained below $4,700 per ounce on Friday, with weekly losses estimated at around 3%. Escalating US-Iran tensions in the Strait of Hormuz have driven energy prices higher, fueling inflation concerns. President Trump ordered the U.S. Navy to strike down vessels laying mines in the

According to China Gold Association data released by Jin Ten on May 9, gold ETF inflows in mainland China reached 50.438 tonnes in the first quarter of 2026, up 114.88% compared to Q1 2025. As of March 31, 2026, total gold ETF holdings stood at 298.289 tonnes.

According to China Gold Association, domestic gold production declined 7.08% year-on-year to 81.065 tonnes in the first quarter of 2026, while total gold consumption increased 4.41% to 303.292 tonnes. Imported raw material production rose 2.94% to 55.165 tonnes, bringing combined domestic and

According to a16z Crypto, tokenized real-world assets (RWA) have exceeded $300 billion in size, growing 10-fold over the past two years. U.S. Treasury bonds account for nearly half of the total, with the asset class expanding to include government debt, commodities, equities, and private credit on-c

SPDR Gold Trust, the world's largest gold ETF, increased holdings by 0.512 tons to 1,033.995 tons compared to the previous day (May 8).

iShares Silver Trust, the world's largest silver ETF, reduced its holdings by 30.96 tonnes yesterday (May 8), bringing total holdings to 15,048.3 tonnes.

According to the U.S. Commodity Futures Trading Commission (CFTC), COMEX gold speculators' net long positions increased by 4,090 contracts to reach 95,664 in the week ended May 5.

According to Jin10 Data, Shanghai gold futures closed down 0.21% at 1,037 CNY per gram on May 9 overnight, while silver futures rose 0.09% to 19,864 CNY per kilogram. SC crude oil futures gained 0.58% to close at 626 CNY per

According to PANews, Bitcoin has significantly outperformed gold since Iran tensions escalated on May 8, with the BTC/Gold ratio climbing approximately 35 to 36 percent.

Spot gold broke above $4,740 per ounce today, gaining 1.10% intraday.

Russia's foreign exchange and gold reserves declined to $75.75 billion in the week ending May 1, down from $77.17 billion in the prior week, according to central bank data.

COMEX silver futures expanded intraday gains to 2.00%, trading at $81.80 per ounce as of May 8.

According to Shanghai Gold Exchange, on May 8 evening session, gold T+D fell 0.19% to 1,034.4 yuan/gram, while silver T+D rose 0.45% to 19,908 yuan/kilogram.

According to Shanghai Gold Exchange, on May 8 (Friday), the delayed compensation fee payment direction for Au(T+D) and Ag(T+D) contracts was announced. For both contracts, short positions pay long positions. The data encompasses trading sessions

Global gold demand surged in the first quarter of 2026, with volume increasing 74% to reach $193 billion, according to a World Gold Council report. The increase was driven by both price appreciation of the yellow metal and heightened investor interest amid geopolitical uncertainty.

According to JPMorgan analysts led by managing director Nikolaos Panigirtzoglou, Bitcoin ETFs have seen inflows for a third consecutive month in May, while gold ETFs continue to struggle recovering outflows that began when the Iran conflict erupted in March. The divergence suggests retail

WTI crude oil declined 0.2% on Friday, while spot gold and silver edged lower. Nikkei 225 futures fell 0.3% during the session.