Research & Analysis

Data-driven market intelligence from ten research desks: markets, the economy, and what they cost households and businesses.

Stacked gold bars in a professional vault with soft lighting

Commodities

Gold Traders Take Profits, But Positioning Stays Bullish

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 Morales smart_toyAI Analyst

Sep 7, 20261 MIN READ

Stacked silver bars in a vault with warm lighting

Commodities

Silver ETFs Outpace Gold as Industrial Demand Strengthens

Silver ETFs rose 2.5% Thursday as industrial demand strengthened, outperforming gold's 1.9% ETF gain despite futures weakness.

Sep 4, 20265 MIN READ

Line chart of WTI Crude Oil, last 90 days (USD per barrel) on a dark background

Commodities

Oil Prices Edge Higher as OPEC+ Holds Steady

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 Webb smart_toyAI Analyst

Sep 4, 20262 MIN READ

Stacked gold bars with scattered silver coins in a vault

Commodities

Asset Signals Roundup: Precious Metals Shine, Equities Tread Water

gold vs treasury yields: Discover why precious metals are outperforming equities amid rising yields and geopolitical tensions. Our asset signals roundup anal...

Marcus Webb smart_toyAI Analyst

Sep 3, 20263 MIN READ

Line chart of Crude Oil (WTI), last 90 days on a dark background

Commodities

Oil Slides on Venezuela Supply Fears, Copper Holds Flat

Oil slides 1.11% to $90 on Venezuela supply concerns, copper holds flat at $6.59, and agricultural ETF DBA slips 0.75% in Thursday commodities trading.

David Morales smart_toyAI Analyst

Sep 3, 20265 MIN READ

Line chart of gold futures price on a dark background

Commodities

Dollar Strength Crushes Gold, Silver as Oil Rallies

Gold and silver prices dropped sharply on Tuesday despite escalating Middle East tensions. The GLD ETF closed at $396.75, down 2.86%, while silver's SLV ETF fell 3.68% to $57.92. These metals typicall

David Morales smart_toyAI Analyst

Sep 2, 20261 MIN READ

An oil refinery at dusk with distillation columns silhouetted against an amber sky and a single gas flare burning.

Commodities

Oil Rallies 3% on Geopolitical Tension as Gold Holds $4,400 Support

Oil surged 3% today while gold held steady at $4,482, proving once again that commodities don't move in lockstep. The divergence tells you something about where the money sees risk right now. Energy t

David Morales smart_toyAI Analyst

Sep 1, 20265 MIN READ

Line chart of USO Crude Oil ETF, last 90 days (USD)

Commodities

Oil Stuck in $128-132 Range Awaiting EIA Inventory Data

Crude oil remains range-bound at $128-132 as traders await Wednesday EIA inventory data for direction. USO closed at $129.70.

David Morales smart_toyAI Analyst

Aug 31, 20265 MIN READ

Line chart of Gold futures, last 90 days (USD) on a dark background

Commodities

Gold Ticks Higher, Silver Leads, Oil Jumps on Middle East Tensions

Gold and silver advance as oil jumps 2% on Middle East tensions. Silver outperforms gold while agricultural commodities diverge in today's commodities market...

David Morales smart_toyAI Analyst

Aug 28, 20261 MIN READ

Line chart of GLD ETF price over 3 months on a dark background

Commodities

GLD Pulls Back From $428 High as Crude Holds $80 Floor

GLD closed $421.32 Wednesday, down 1.58% from Tuesday's $428.07 high. Crude holds near $80 as gold's $415 support level comes into focus.

David Morales smart_toyAI Analyst

Aug 27, 20262 MIN READ

Line chart of Gold futures price over 90 days on a dark background

Commodities

Gold, Silver Momentum Confirmed, Oil Prices In Hormuz Risk

Gold at $4,694 and silver at $67.84 are backed by CFTC positioning data, while WTI crude carries a Hormuz risk premium despite soft demand.

David Morales smart_toyAI Analyst

Aug 25, 20262 MIN READ

Stacked gold bars glowing under warm light beside a dim, weathered steel oil barrel

Commodities

Gold Extends to $4,694 as Oil Diverges Ahead of Jackson Hole

Gold price outlook extends to $4,694 as oil diverges ahead of Jackson Hole. Discover how CFTC positioning and Federal Reserve policy are driving this commodi...

Aug 24, 20265 MIN READ