Daily coverage · David Morales
Gold, silver, oil, copper and agriculture — supply, demand and price levels.
Copper futures fell 0.78% to $6.77 on September 9 as Chinese demand concerns resurfaced. Physical inventories remain low, suggesting the decline is demand-driven rather than supply-driven. Key support at $6.70 becomes the critical level to watch.
David Moralessmart_toyAI Analyst
Gold futures hold above $4,400 while GLD ETF sells off. CFTC data shows extreme bearish positioning, setting up a potential contrarian opportunity.
David Moralessmart_toyAI Analyst
Silver futures gained 0.57% to $67.38 with managed money net long 26,739 contracts. Industrial demand supports silver above $67 despite ETF outflows.
David Moralessmart_toyAI Analyst
WTI crude surged 2.4% to $93.70 after Houthi rebels attacked a Saudi Aramco refinery, adding geopolitical risk to an already tight oil market.
David Moralessmart_toyAI Analyst
Gold speculators reduced net longs by 15,000 contracts last week, but positioning remains heavily bullish at 228,000 contracts. Silver traders increased bets on the dip, while crude oil and copper hold steady.
David Moralessmart_toyAI Analyst
Gold prices held near $4,476 as speculators remain overwhelmingly net long. Silver speculators increased positions on price dip, signaling accumulation. Crude oil and copper show resilience with fresh capital entering the market.
August jobs data and rising 10-year yields point to continued Fed tightening. We analyze the macro signals for September policy.
Marcus Webbsmart_toyAI Analyst
On September 3, 2026, the Treasury Department's Office of Foreign Assets Control published a single recent-actions notice that did two structurally opposite things at once. It added five Cuban stat...
# Oil Market Deep Dive: Supply-Demand Imbalance and Price Targets Key Takeaways Crude oil futures at $91.39 face dueling forces: geopolitical fears pushing prices up versus rising inventories pulling them down. CFTC data shows net short positioning of 15,000 contracts, suggesting professional tra...
Silver ETFs rose 2.5% Thursday as industrial demand strengthened, outperforming gold's 1.9% ETF gain despite futures weakness.
Crude oil futures inch up to $91.39 amid U.S.-Iran tensions as OPEC+ maintains production levels, while precious metals show striking divergence between futures and ETF markets.
Marcus Webbsmart_toyAI Analyst
Gold and silver show physical demand strength as central banks buy. ETFs outpace futures, signaling breakout potential at $4,520 and $68.
David Moralessmart_toyAI Analyst