Metals & Macro Liquidity

Societe Generale forecasts US inflation will persist longer than markets currently anticipate, recommending Treasury Inflation-Protected Securities, copper, and gold as hedge assets. The bank cited macro fundamentals including additional US tariffs, accelerated AI and infrastructure investment,

According to Business Insider, on August 2, Societe Generale recommended inflation-hedging assets including Treasury Inflation-Protected Securities (TIPS), copper, and gold, citing expectations for prolonged U.S. inflation. The bank projects core personal consumption expenditures (PCE) to remain

According to Jin10 Futures, spot platinum fell 0.70% and spot palladium declined 0.67% as of 15:00 Beijing time on August 3.

On August 3, Pluang, an Indonesia-based multi-asset investment platform, launched a limited beta for Agentic Trading, described as the country's first such feature. The service connects ChatGPT, Claude, and Gemini to users' live investment accounts for portfolio analysis and trade execution, with each trade requiring user confirmation. The tool supports US stocks, Indonesian equities, gold, crypto assets, and crypto futures. Pluang expects broader public access in mid-August 2026. The company no

According to Jin10, domestic gold jewelry prices in China rose approximately 5 yuan per gram on August 3 compared to the previous Saturday, with most brands quoting 1,231 yuan per gram for pure gold pieces.

According to Jin10, as of August 3, 10:30 a.m., precious metal bars from major Chinese banks and brands rose in price, with China Gold posting the largest gain at 6 yuan per gram compared to the previous

According to Tether's disclosure, the stablecoin issuer added 14 metric tons of gold in Q2 (ended June 30), bringing total holdings to 146 tons valued at approximately $18.8 billion. This marks an acceleration in purchases compared to 6 tons added in Q1. Tether is now the third-largest known gold ho

On August 3, Shanghai Gold Exchange gold (T+D) fell 0.62% to 881.9 yuan per gram in early morning trading, while silver (T+D) dropped 0.99% to 14,094 yuan per kilogram.

According to Guru Club, spot gold broke below $4,060 per ounce today (August 3), rising 0.36% intraday.

According to Jin10, the platform will release its Silver ETF holdings report on Monday, August 3.

According to Guru Club, spot gold prices rose 0.75% to $4,076.83 per ounce on Monday's opening (August 3), while spot silver prices climbed 1.42% to $58.45 per ounce.

Spot gold broke through $4,080 per ounce on Monday's open, gaining 0.97% during the trading session.

Silver prices broke through $53 per ounce on August 2, with intraday gains of 1%.

在 2026 年 8 月 2 日 02:00 至 03:00（UTC）这一时段内，BTC 的 1 小时K线收涨 0.73%，价格区间为 62,957.6 至 63,550.0 USDT，放量（Ampl）为 0.94%。整体市场呈现窄幅盘整格局，成交填充量（Filled Amount）为 101.82 BTC，参与度相对有限。 本次上涨的主要驱动因素在于宏观政策与地缘政治风险的“双重影响”。8 月 1 日，美联储宣布将基准利率维持在 3.5%–3.75% 不变，政策不确定性下降提振了风险资产表现；但与此同时，三位地区联储主席投票支持上调 25 个基点（bp），这提高了市场对 9 月加息的预期，并在一定程度上抑制了上行空间。与此同时，中东紧张局势急剧升级：伊朗警告称，若美国与以色列遭到任何打击，将作出“决定性回应”；美国海军也加强了其在该地区对伊朗的封锁；地缘政治压力上升推动避险情绪升温，从而支撑了“数字黄金”的叙事。 此外，在此前一轮冲高之后，金价回撤幅度超过 1%，部分获利了结资金可能会轮动流入加密市场。订单簿数据显示买/卖比为 4.93，买方明显占优，但订单簿深度极其薄弱（仅有一档有

Silver prices have fallen to approximately half their 2025 peak as investor demand cooled amid expectations of continued US Federal Reserve rate hikes. Silver futures closed at $59.31 per ounce on January 30 (local time), down 51.3% from the January 29 peak of over $120 per ounce. The decline

According to Investing.com, silver futures fell 51.3% since late January, closing at $59.31 per ounce on July 30. The contract peaked at over $120/oz on January 29. The decline has been driven by rising U.S. real interest rates; the 10-year Treasury yield climbed from 1.7% in March to 2.4%

Ray Dalio, founder of Bridgewater Associates, revealed on a Thursday episode of the Diary of a CEO podcast that Bitcoin comprises only 1% of his investment portfolio, with gold remaining his preferred asset. Dalio cited concerns about quantum computing vulnerabilities, government monitoring

According to a recent episode of the Diary of a CEO podcast, legendary investor Ray Dalio continues to hold only 1% of his portfolio in Bitcoin while expressing a preference for gold as an investment. The Bridgewater Associates founder acknowledged Bitcoin as a type of money that cannot

According to Jin10, domestic gold jewelry brands lowered prices by approximately 12 yuan per gram on August 1. Most brands are now quoting 1,226 yuan per gram.

Gold prices remain below $4,100 an ounce, but analysts identify a shift in market sentiment with the $4,000 level increasingly recognized as an attractive support point despite the Federal Reserve maintaining a tightening bias. The shift follows weaker-than-expected U.S. economic activity during the