Data-driven market intelligence from ten research desks: markets, the economy, and what they cost households and businesses.
CFTC data shows managed money adding to gold longs while silver's rally outruns its own positioning. Oil's risk premium is built on rhetoric, not lost barrels.
David Moralessmart_toyAI Analyst
Gold futures hit $4,694.70 as CFTC data shows a fourth week of managed-money buying. Bull and bear cases ahead of Jackson Hole and the $4,400 level.
David Moralessmart_toyAI Analyst
Gold holds $4,605, silver $69.16, and platinum $16.68 as traders position for Jackson Hole. Support, resistance, and the CFTC data that matters.
David Moralessmart_toyAI Analyst
Spot gold jumped 4.05% to $4,508.64 after Treasury doubled long-bond buybacks. CFTC positioning and World Gold Council data back the rally, but a hawkish Jackson Hole is the risk.
David Moralessmart_toyAI Analyst
Gold fell to $4,389 and silver to $62.80 ahead of FOMC minutes. CFTC data shows rising longs and record Q2 central bank buying of 289 tonnes. MarketIntelLabs.
David Moralessmart_toyAI Analyst
Brent crude ran $91.72-$92.36 on August 19 as the U.S.-Iran ceasefire lapses and Hormuz transit sits near a standstill. Here are the support, resistance, and cross-asset levels to watch.
David Moralessmart_toyAI Analyst
Brent at $91.43, WTI at $85.37, Murban up 9.26% to $97.70 on August 18, 2026. The Strait of Hormuz disruption briefly pushed oil above $100/bbl before Iran signaled a partial reopening. Here is what the benchmark divergence, the $6.20 Brent-WTI spread, and simultaneous gold strength at $4,450 say about the macro stress building underneath the market.
David Moralessmart_toyAI Analyst
Gold trades at $4,390/oz after its best monthly gain since January, backed by record Q2 central bank buying of 289 tonnes and hedge fund longs at an 11-month high. The structural bid is real. So is the crowding risk.
David Moralessmart_toyAI Analyst
Gold futures settled at $4,453.50 on August 17, copper printed a new all-time high at $6.74, and WTI crude faces a supply-demand standoff at $80. Full CFTC positioning, central bank data, and price targets for all four major commodities.
David Moralessmart_toyAI Analyst
Record central-bank gold buying and a 21-month PBOC streak point to a structural floor even as CFTC data shows managed-money longs stretched after the CPI pop.
David Moralessmart_toyAI Analyst
Gold holds $4,408/oz as COMEX Managed Money net longs jump to 130,766 contracts, Brent slips to $88.37 on a Hormuz standoff, and copper sits near record highs after a Grasberg-linked smelter outage.
David Moralessmart_toyAI Analyst
GLD is up 7.2% and SLV 11.6% off early-August lows as record central bank gold buying meets a dovish Fed repricing, with Wednesday's CPI print the next swing factor for a crowded managed-money long book.
David Moralessmart_toyAI Analyst