u/djfc

r/seoul r/Wallstreetgold r/MetalsOnReddit

Gold Market Brief — Fri 09 Oct 2026

Gold $4,199 (+1.8% 1d) · daily reference price (currency-api, CC0), snapshot 2026-10-09 · morning check 09:01 ET: tokenized gold PAXG $4,173 (Powered by CoinGecko), -0.6% vs the snapshot

Prices

Daily reference price (currency-api snapshot 2026-10-09), USD unless stated.

Asset	Last	1d	1w	YTD
XAU (gold, USD/oz)	$4,198.91	+1.8%	+0.3%	-3.4%
XAG (silver)	$60.54	n/a	n/a	n/a
XPT (platinum)	$1,684.48	n/a	n/a	n/a
XPD (palladium)	$1,159.97	n/a	n/a	n/a
Gold/Silver ratio	69.4	n/a	n/a	n/a
XAU in CAD	C$5,967	n/a	n/a	n/a
XAU in EUR	€3,736	n/a	n/a	n/a
BTC	$82,937	n/a	n/a	n/a

Macro

Series	Value	Date	Change
10y nominal yield (DGS10)	5.28%	2026-10-07	+1 bp
10y real yield (DFII10)	2.92%	2026-10-07	+1 bp
10y breakeven (derived: nominal − real)	2.36%	2026-10-07	derived
Broad USD (DTWEXBGS)	121.38	2026-10-02	-0.40
Fed funds (DFF)	3.88%	2026-10-07	+0 bp

Drivers

Gold recovery stalls near $4,200 as US Dollar, Treasury yields stabilise (FXStreet) — link
Gold and Silver Forecast: Softer Dollar Fuels Rebound Despite Fed Hike Risks (FXEmpire) — link
Gold rises more than 1.5% as US dollar and Treasury yields ease (Economies.com) — link

Positioning & flows

GLD holdings: down on the day as of 2026-10-08 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms)
COT (CFTC legacy, futures only): net non-commercial long 218,632 contracts (-7,221 w/w), open interest 406,456, as of 2026-09-29

Prediction markets

Market-implied odds for where gold closes, from exchange-traded yes/no contracts. Thin volume: a small-money signal, not a forecast.

Contract	Implied median	75% chance above	25% chance above	Contracts traded
This week's close (Fri 09 Oct)	$4,178	$4,160	$4,198	36,995
Month-end close (Fri 30 Oct)	$4,182	$4,056	$4,304	11,706

This week's close: above $4,162: 73%; above $4,182: 44%; above $4,202: 20%
Month-end close: above $4,073: 72%; above $4,193: 48%; above $4,273: 31%

Today's focus: Positioning & flows

COT: net non-commercial long 218,632 contracts, -7,221 w/w, as of 2026-09-29.
GLD holdings: down on the day (SPDR, linked above).
The next CFTC COT report is released today at 15:30 ET (positions as of Tuesday); this brief's COT line updates on Monday.

Calendar

Wed 14 Oct — US CPI (Sep), 08:30 ET
Fri 16 Oct — CFTC COT release, 15:30 ET
Wed 28 Oct — FOMC decision and press conference, 14:00 ET (meeting Oct 27-28)

Chart

Chart omitted today.

Desk note

Compiled data for the session: Gold reference price $4,198.91 (1d +1.8%, 1w +0.3%, YTD -3.4%); silver $60.54; gold/silver ratio 69.4; 10y nominal 5.28% (+1 bp); 10y real yield 2.92% (+1 bp); broad dollar 121.38 (-0.40); fed funds 3.88%; GLD down on the day as of 2026-10-08 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms); COT net non-commercial long 218,632 contracts (-7,221 w/w), open interest 406,456, as of 2026-09-29; next event: US CPI (Sep), 08:30 ET on 2026-10-14. Figures are as published by the sources listed below; no view is expressed on direction.

Question for the desk

GLD holdings changed -5.70 t on the day to 1,055.41 t. Are ETF flows leading or lagging the spot move?

Sources & disclaimer

Gold, silver, platinum, palladium and FX: currency-api (CC0, daily snapshot; provenance not disclosed by its maintainer). Cross-checked privately against a second feed. BTC and PAXG: Powered by CoinGecko. Macro: US Treasury (DGS10, DFII10) and Board of Governors of the Federal Reserve System (H.10, H.15) via FRED (accessed via FRED). Positioning: CFTC. ETF: SPDR Gold Shares (linked). Prediction-market odds: a CFTC-regulated US prediction exchange, used with permission. Not investment advice.

Data compiled automatically; the desk note is a deterministic data summary (no model-written text) and the question follows the brief's published rules.

reddit.com

u/djfc — 6 days ago

▲ 2 r/Wallstreetgold

Gold Market Brief — Thu 08 Oct 2026

Gold $4,126 (-0.2% 1d) · daily reference price (currency-api, CC0), snapshot 2026-10-08 · morning check 09:01 ET: tokenized gold PAXG $4,124 (Powered by CoinGecko), -0.1% vs the snapshot

Prices

Daily reference price (currency-api snapshot 2026-10-08), USD unless stated.

Asset	Last	1d	1w	YTD
XAU (gold, USD/oz)	$4,125.82	-0.2%	-1.4%	-5.1%
XAG (silver)	$59.69	n/a	n/a	n/a
XPT (platinum)	$1,662.63	n/a	n/a	n/a
XPD (palladium)	$1,142.54	n/a	n/a	n/a
Gold/Silver ratio	69.1	n/a	n/a	n/a
XAU in CAD	C$5,884	n/a	n/a	n/a
XAU in EUR	€3,682	n/a	n/a	n/a
BTC	$82,265	n/a	n/a	n/a

Macro

Series	Value	Date	Change
10y nominal yield (DGS10)	5.27%	2026-10-06	-4 bp
10y real yield (DFII10)	2.91%	2026-10-06	-4 bp
10y breakeven (derived: nominal − real)	2.36%	2026-10-06	derived
Broad USD (DTWEXBGS)	121.38	2026-10-02	-0.40
Fed funds (DFF)	3.88%	2026-10-06	+0 bp

Drivers

Gold tests $4,100 as US Dollar and yields rise ahead of FOMC Minutes (FXStreet) — link
Gold Slides to Two-Month Low as Dollar Strengthens and Treasury Yields Hold Near Multi-Decade Highs (BigGo Finance) — link
Why Did Gold Slide 1.3% on Yields and the Dollar (NYSEARCA:GLD), and What Could Happen Next for SPDR Gold Shares (NYSEARCA:GLD)? (Kalkine) — link

Positioning & flows

GLD holdings: up on the day as of 2026-10-07 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms)
COT (CFTC legacy, futures only): net non-commercial long 218,632 contracts (-7,221 w/w), open interest 406,456, as of 2026-09-29

Prediction markets

Market-implied odds for where gold closes, from exchange-traded yes/no contracts. Thin volume: a small-money signal, not a forecast.

Contract	Implied median	75% chance above	25% chance above	Contracts traded
This week's close (Fri 09 Oct)	$4,121	$4,087	$4,153	17,382
Month-end close (Fri 30 Oct)	$4,116	$3,993	$4,250	9,699

This week's close: above $4,082: 78%; above $4,122: 49%; above $4,162: 18%
Month-end close: above $3,993: 75%; above $4,113: 50%; above $4,233: 28%

Today's focus: Trade ideas & DD

DD standard for trade posts: thesis, catalyst, risk, time horizon, position — every idea states all five.
No price targets in titles. Disclose your position (long, short, none) in the first line of the post.
Reference level for today's ideas: gold $4,126/oz (daily reference price).

Calendar

Fri 09 Oct — CFTC COT release, 15:30 ET
Wed 14 Oct — US CPI (Sep), 08:30 ET
Wed 28 Oct — FOMC decision and press conference, 14:00 ET (meeting Oct 27-28)

Chart

Chart omitted today.

Desk note

Compiled data for the session: Gold reference price $4,125.82 (1d -0.2%, 1w -1.4%, YTD -5.1%); silver $59.69; gold/silver ratio 69.1; 10y nominal 5.27% (-4 bp); 10y real yield 2.91% (-4 bp); broad dollar 121.38 (-0.40); fed funds 3.88%; GLD up on the day as of 2026-10-07 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms); COT net non-commercial long 218,632 contracts (-7,221 w/w), open interest 406,456, as of 2026-09-29; next event: CFTC COT release, 15:30 ET on 2026-10-09. Figures are as published by the sources listed below; no view is expressed on direction.

Question for the desk

Post your best gold trade idea in the DD format: thesis, catalyst, risk, horizon, position.

Sources & disclaimer

Data compiled automatically; the desk note is a deterministic data summary (no model-written text) and the question follows the brief's published rules.

reddit.com

u/djfc — 7 days ago

▲ 2 r/Wallstreetgold

Gold Market Brief — Wed 07 Oct 2026

Gold $4,133 (+0.2% 1d) · daily reference price (currency-api, CC0), snapshot 2026-10-07 · morning check 09:01 ET: tokenized gold PAXG $4,099 (Powered by CoinGecko), -0.8% vs the snapshot

Prices

Daily reference price (currency-api snapshot 2026-10-07), USD unless stated.

Asset	Last	1d	1w	YTD
XAU (gold, USD/oz)	$4,132.77	+0.2%	-1.2%	-5.0%
XAG (silver)	$60.69	n/a	n/a	n/a
XPT (platinum)	$1,690.44	n/a	n/a	n/a
XPD (palladium)	$1,159.57	n/a	n/a	n/a
Gold/Silver ratio	68.1	n/a	n/a	n/a
XAU in CAD	C$5,879	n/a	n/a	n/a
XAU in EUR	€3,680	n/a	n/a	n/a
BTC	$83,440	n/a	n/a	n/a

Macro

Series	Value	Date	Change
10y nominal yield (DGS10)	5.31%	2026-10-05	+3 bp
10y real yield (DFII10)	2.95%	2026-10-05	+3 bp
10y breakeven (derived: nominal − real)	2.36%	2026-10-05	derived
Broad USD (DTWEXBGS)	121.38	2026-10-02	-0.40
Fed funds (DFF)	3.88%	2026-10-05	+0 bp

Drivers

Gold falls as US Dollar, Treasury yields rebound ahead of Fed Minutes (FXStreet) — link
Gold Falls as Stronger Dollar Puts Focus on Fed Rate Outlook (Yahoo Finance UK) — link
US dollar and Treasury yields weigh on gold prices, down 0.3% (IDNFinancials) — link

Positioning & flows

GLD holdings: up on the day as of 2026-10-06 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms)
COT (CFTC legacy, futures only): net non-commercial long 218,632 contracts (-7,221 w/w), open interest 406,456, as of 2026-09-29

Prediction markets

Market-implied odds for where gold closes, from exchange-traded yes/no contracts. Thin volume: a small-money signal, not a forecast.

Contract	Implied median	75% chance above	25% chance above	Contracts traded
This week's close (Fri 09 Oct)	$4,092	$4,043	$4,141	6,605
Month-end close (Fri 30 Oct)	$4,087	$3,953	$4,252	9,353

This week's close: above $4,042: 76%; above $4,082: 55%; above $4,142: 24%
Month-end close: above $3,993: 68%; above $4,073: 52%; above $4,233: 30%

Today's focus: Physical

Community check: report the premium over spot you paid (or were quoted) this week — product and quantity, buy or sell side. Product and premium only: no seller names, links or codes (rule 2).
Today's reference price: $4,132.77/oz = $132.87/g · C$5,878.88/oz = C$189.01/g (USD/CAD 1.4225, currency-api).
Premium = (price paid − spot × metal content) ÷ (spot × metal content); quote it as a percentage so coins, bars and fractional pieces compare.

Calendar

Fri 09 Oct — CFTC COT release, 15:30 ET
Wed 14 Oct — US CPI (Sep), 08:30 ET
Wed 28 Oct — FOMC decision and press conference, 14:00 ET (meeting Oct 27-28)

Chart

Chart omitted today.

Desk note

Compiled data for the session: Gold reference price $4,132.77 (1d +0.2%, 1w -1.2%, YTD -5.0%); silver $60.69; gold/silver ratio 68.1; 10y nominal 5.31% (+3 bp); 10y real yield 2.95% (+3 bp); broad dollar 121.38 (-0.40); fed funds 3.88%; GLD up on the day as of 2026-10-06 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms); COT net non-commercial long 218,632 contracts (-7,221 w/w), open interest 406,456, as of 2026-09-29; next event: CFTC COT release, 15:30 ET on 2026-10-09. Figures are as published by the sources listed below; no view is expressed on direction.

Question for the desk

What premium over spot did you pay this week, and for what product? (Product and premium only; no seller names.)

Sources & disclaimer

Data compiled automatically; the desk note is a deterministic data summary (no model-written text) and the question follows the brief's published rules.

reddit.com

u/djfc — 8 days ago

▲ 3 r/Wallstreetgold

Developer Watch — Tue 06 Oct 2026: gold developers within 18 months of first pour

Gold developers within roughly 18 months of first pour, worldwide, with the numbers each company has published: the stage, the company's own first-pour guidance, funding, the study's gold-price and cost assumptions, its after-tax NPV, and the market cap against that NPV. Inclusion is not endorsement and nothing here is advice. The developer-to-producer transition is where juniors are re-rated in both directions: schedules slip, capex rises, financings dilute, and gold-price assumptions age. Every date links to the company release it came from. Market caps are approximate and dated in the wiki version.

The list

In the window (construction, commissioning, first pour)

Company (ticker)	Project · country	Stage	Guided first pour	Months	Funding	Study price / AISC	After-tax NPV	Mkt cap	Cap / NPV
Cabral Gold Inc. (TSXV:CBR)	Cuiu Cuiu Phase 1 (gold-in-oxide heap leach) · Brazil	First pour	Poured 10 Sep 2026; commercial by end-2026	~2	fully funded: US$45.1M gold loan closed Nov 2025 (repayable	$2,500 / $1,210	US$74M	n/a	n/a
West Wits Mining (ASX:WWI)	Qala Shallows (Witwatersrand Basin Project) · South Africa	First pour	Poured 17 Mar 2026; ramp-up to 2029	past guidance	~A$97M Absa/Nedbank package (ZAR875M senior loan + ZAR150M w	$2,850 / $1,289	US$500M	US$130M	0.26
Montage Gold Corp. (TSX:MAU)	Kone · Cote d'Ivoire	First pour	Poured 26 Sep 2026; commercial Q4 2026	past guidance	fully funded: US$825M package (Wheaton US$625M gold stream +	$1,850 / $998	US$1,089M	US$5,870M	5.39
Larvotto Resources (ASX:LRV)	Hillgrove Antimony-Gold Mine · Australia	Commissioning (100%)	First concentrate 21 Sep 2026; ramping	~2	Built with A$150M debt facility plus A$70M equity raise foll	$2,400 / $335	US$196M	US$408M	2.08
Kavango Resources plc (AIM:KAV)	Hillside Gold Project (50 tpd proof-of-concept plant) · Zimbabwe	Commissioning	Pilot plant commissioning since Jul 2026	past guidance	Equity-funded (share placements including issue to 13 Zimbab	n/a / n/a	n/a	US$41M	n/a
Rio2 Limited (TSX:RIO)	Fenix Gold · Chile	Commissioning	Poured 23 Jan 2026; commercial Q4 2026	~2	funded: construction complete; cash US$49.7M at 2026-06-30 p	$1,750 / $1,237	US$210M	US$1,445M	6.87
Abcourt Mines Inc. (TSXV:ABI)	Sleeping Giant (restart) · Canada	Commissioning	Poured Jul 2026; ramping	past guidance	partially funded/raising: Glencore debenture facility increa	n/a / n/a	n/a	n/a	n/a
Deccan Gold Mines Ltd (BSE:512068)	Jonnagiri (via affiliate Geomysore Services India Pvt Ltd) · India	Commissioning	Producing since 24 Jun 2026; ramping	past guidance	Built; ~Rs 350 crore invested to date per press. Ramp-up fun	n/a / n/a	n/a	US$442M	n/a
Theta Gold Mines (ASX:TGM)	TGME Gold Project (Pilgrim's Rest / Sabie goldfield) · South Africa	Construction	Commissioning Q4 2026; first pour Q1 2027	~2	US$90M senior secured callable bond (4-yr, 12.75%, May 2026)	n/a / n/a	n/a	US$174M	n/a
KEFI Gold and Copper plc (AIM:KEFI)	Tulu Kapi · Ethiopia	Construction	Commissioning late 2027	~8	Financing package for open pit and plant assembled (company	n/a / $1,000	n/a	US$112M	n/a
Metals Exploration plc (AIM:MTL)	La India · Nicaragua	Construction	December 2026	~2	Self-funded from Runruno (Philippines) cash flow plus US$27.	n/a / n/a	n/a	US$672M	n/a
Medallion Metals (ASX:MM8)	Ravensthorpe Gold Project (Kundip) processed at Forrestania Cosmic Boy concentrator · Australia	Construction	Early production Q4 2026; Ravensthorpe ore Q2 2027	~2	A$50M lump-sum EPC with GR Engineering executed 31 Aug 2026	n/a / n/a	n/a	US$355M	n/a
Skeena Gold & Silver (Skeena Resources Ltd.) (TSX:SKE)	Eskay Creek · Canada	Construction (70%)	Initial production Q2 2027	~8	fully funded: Orion US$750M package (US$100M equity + US$200	$1,800 / $687	n/a	US$4,110M	n/a
Brightstar Resources (ASX:BTR)	Goldfields Project (Laverton 1.5Mtpa CIL plant, Laverton + Menzies hubs) · Australia	Construction	June 2027	~8	Fully funded per company: A$193M equity raising + US$120M se	$4,208 / $2,103	n/a	US$455M	n/a
Rox Resources (ASX:RXL)	Youanmi Gold Project · Australia	Construction	Mid-2027	~8	Fully funded per company: A$350M credit commitments from ban	$3,692 / $1,404	n/a	US$606M	n/a
Toubani Resources (ASX:TRE)	Kobada Gold Project · Mali	Construction	Q3 2027	~11	US$208M package with Eagle Eye Asset: US$160M gold stream +	n/a / $1,175	n/a	US$234M	n/a
Nativo Resources plc (AIM:NTVO)	La Patona (Phase 1 cyanidation plant) · Peru	Financed	Commissioning Q2 2027	~8	US$3.5m project financing (subject to final documentation) p	n/a / n/a	n/a	US$7M	n/a
New Found Gold Corp. (TSX:NFG)	Queensway Phase 1 (off-site milling at Pine Cove) · Canada	Financed	First ore to Pine Cove Q4 2027	~14	company states fully funded to production: C$105M EdgePoint	n/a / $1,282	n/a	US$678M	n/a

Next in line (permitted or financing; no firm pour date)

Company (ticker)	Project · country	Stage	Guided first pour	Months	Funding	Study price / AISC	After-tax NPV	Mkt cap	Cap / NPV
Cora Gold Limited (AIM:CORA)	Sanankoro · Mali	Financed	No date; permit pending	n/a	US$120m gold stream binding term sheet with Eagle Eye Asset	$3,500 / $1,623	US$365M	US$114M	0.31
Lake Victoria Gold Ltd. (TSXV:LVG)	Imwelo · Tanzania	Permitted	Construction 2026; first gold 2027	past guidance	raising/partial: binding term sheet for gold loan of up to 6	n/a / n/a	n/a	n/a	n/a
NexGold Mining Corp. (TSXV:NEXG)	Goldboro · Canada	Permitted	No date; construction decision Q4 2026	~2	raising: project financing to be finalized ahead of Q4 2026	n/a / n/a	n/a	n/a	n/a
Cambria Gold Mines Inc. (formerly Ascot Resources) (TSXV:CAMB)	Premier Gold Project / Red Mountain (restart) · Canada	Permitted	No restart date	~2	recapitalized: C$175M private placement closed 2026-01-27; s	n/a / n/a	n/a	n/a	n/a
Dateline Resources (ASX:DTR)	Colosseum Gold (and REE) Project · United States	Permitted	Permitted; injunction hearing 26 Oct 2026	past guidance	NOT financed: pursuing project financing with financial inst	$4,200 / $1,825	US$551M	US$177M	0.32
Troilus Mining Corp. (formerly Troilus Gold) (TSX:TLG)	Troilus (gold-copper) · Canada	Feasibility	No date; 2029+	~2	financing: US$850M credit-approved debt commitment (KfW IPEX	$1,975 / $1,109	US$884M	US$876M	0.99
Paramount Gold Nevada Corp. (NYSE-A:PZG)	Grassy Mountain · USA	Feasibility	No date; state permits pending	~2	raising: no construction financing announced; reclamation bo	$3,600 / n/a	US$375M	n/a	n/a
Astral Resources (ASX:AAR)	Mandilla Gold Project · Australia	Pre-feasibility	DFS Q1 2027; 2028	~14	NOT financed: ~A$65M (US$46M) cash plus A$9M from tenure rat	$4,375 / $1,507	n/a	US$228M	n/a
Santana Minerals (ASX:SMI)	Bendigo-Ophir Gold Project (Rise & Shine) · New Zealand	Pre-feasibility	First gold 2028	~26	Cash A$175M (US$124M) after A$130M placement; 'advancing deb	$3,450 / $1,390	n/a	US$387M	n/a

Months = to the midpoint of the guided period. Cap / NPV uses the study's after-tax NPV at the study's own gold price; a study run at $2,500 gold is not comparable with one run at $4,000. AISC as published in the study.

What changed this week

Montage Gold Corp. (first pour): Montage Gold achieves first gold pour at its Koné mine on budget and ahead of schedule - GlobeNewswire — 2026-09-27
Cabral Gold Inc. (first pour): Cabral Gold Inc. (CBR) Completes First Doré Sale, Targets Q4 2026 Commercial Output - TradingView — 2026-09-30
Cabral Gold Inc. (commercial production): Cabral Gold Sells First 2,400+ Ounces as Commercial Production Nears - Crux Investor — 2026-10-01
Troilus Mining Corp. (formerly Troilus Gold) (financing): Troilus Mining Stock Slides 6.48% as Gold Selloff Overshadows Major Project Financing Milestone - kalkine.ca — 2026-09-30
Paramount Gold Nevada Corp. (permit): Paramount Gold Nevada Nears Key Grassy Mountain Permit Milestone - Yahoo Finance — 2026-10-03
Cambria Gold Mines Inc. (formerly Ascot Resources) (construction): Cambria Gold Mines Announces Development and Construction Update at Red Mountain and Premier Gold Projects, Additions to Engineering Team an — 2026-10-05
Cambria Gold Mines Inc. (formerly Ascot Resources) (permit): Cambria Gold Targets Q4 2027 Mill Restart at Premier as Red Mountain Road Clears Final Permit - the deep dive — 2026-10-05
Cambria Gold Mines Inc. (formerly Ascot Resources) (delay/cost): Cambria Gold Mines Restart: Why the Infill Delay May Be a Strength - discoveryalert.com — 2026-10-05
Theta Gold Mines (construction): Theta Gold Mines Reports Construction Progress and US$90 Million Bond Issue in FY2026 Annual Report - kalkine.com.au — 2026-09-30
Dateline Resources (delay/cost): Dateline Resources (ASX:DTR) Challenges Injunction Halting Colosseum Gold Project Work - kalkine.com.au — 2026-09-28
Metals Exploration plc (first pour): Metals Exploration (LSE:MTL) - Nicaragua's La India Nears December First Gold Pour - Crux Investor — 2026-10-02
Metals Exploration plc (construction): La India at 74% Complete: Can Metals Exploration’s Bet Pay Off? - discoveryalert.com — 2026-10-01
KEFI Gold and Copper plc (financing): KEFI Gold and Copper Advances Tulu Kapi Development Following US$240 Million Debt Facility - Yahoo Finance UK — 2026-09-29

How to read it

Stage follows company disclosure: feasibility → permitted → financed → construction → commissioning → first pour → commercial production.
Cap / NPV below 1 means the market values the company at less than its own study says the project is worth after tax; that gap is where the debate lives (jurisdiction, funding, execution, the gold price the study assumed).
Funding matters more than NPV within 12 months of first pour: an unfunded gap means dilution or a stream.
Post your own read as a DD or Trade-idea post (thesis, catalyst, what proves you wrong, risk, horizon, position). Rule 3 tiers apply; OTC-only names are not on this list.

Sources: company news releases and technical reports linked in the table; market caps from exchange or company pages (dated in the wiki). Compiled 2026-10-06. Corrections and additions: comment below or modmail.

u/djfc — 9 days ago

▲ 2 r/Wallstreetgold

Gold Market Brief — Tue 06 Oct 2026

Gold $4,123 (-0.2% 1d) · daily reference price (currency-api, CC0), snapshot 2026-10-06 · morning check 09:00 ET: tokenized gold PAXG $4,175 (Powered by CoinGecko), +1.3% vs the snapshot

Prices

Daily reference price (currency-api snapshot 2026-10-06), USD unless stated.

Asset	Last	1d	1w	YTD
XAU (gold, USD/oz)	$4,122.70	-0.2%	-0.2%	-5.2%
XAG (silver)	$60.50	n/a	n/a	n/a
XPT (platinum)	$1,711.00	n/a	n/a	n/a
XPD (palladium)	$1,166.94	n/a	n/a	n/a
Gold/Silver ratio	68.1	n/a	n/a	n/a
XAU in CAD	C$5,883	n/a	n/a	n/a
XAU in EUR	€3,676	n/a	n/a	n/a
BTC	$86,202	n/a	n/a	n/a

Macro

Series	Value	Date	Change
10y nominal yield (DGS10)	5.28%	2026-10-02	+4 bp
10y real yield (DFII10)	2.92%	2026-10-02	+4 bp
10y breakeven (derived: nominal − real)	2.36%	2026-10-02	derived
Broad USD (DTWEXBGS)	121.38	2026-10-02	-0.40
Fed funds (DFF)	3.88%	2026-10-02	+0 bp

Drivers

Gold, silver prices today: Why US yields and dollar remain key for bullion (CNBC TV18) — link
Gold rebounds from two-month lows as US Dollar, Treasury yields retreat (FXStreet) — link
Gold rebounds from new lows but remains pressured by high bond yields and Fed rate hike concerns. (Pluang) — link

Positioning & flows

GLD holdings: up on the day as of 2026-10-05 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms)
COT (CFTC legacy, futures only): net non-commercial long 218,632 contracts (-7,221 w/w), open interest 406,456, as of 2026-09-29

Prediction markets

Market-implied odds for where gold closes, from exchange-traded yes/no contracts. Thin volume: a small-money signal, not a forecast.

Contract	Implied median	75% chance above	25% chance above	Contracts traded
This week's close (Fri 09 Oct)	$4,172	$4,119	$4,219	2,856
Month-end close (Fri 30 Oct)	$4,172	$4,039	$4,306	6,714

This week's close: above $4,122: 74%; above $4,162: 55%; above $4,222: 24%
Month-end close: above $4,073: 69%; above $4,153: 54%; above $4,273: 30%

Today's focus: Miners & royalty

Gold reference price $4,123/oz. Producer margin is spot minus all-in sustaining cost (AISC); each miner reports AISC quarterly, so compare it against today's reference price rather than against last quarter's average.
Baskets: GDX (majors, e.g. Newmont, Barrick, Agnico Eagle) and GDXJ (juniors) are the liquid miner baskets; check their closes on your broker or the issuer's page against today's reference price.
Royalty and streaming companies (Franco-Nevada, Wheaton, Royal Gold) carry no mine operating costs, so their margin moves with spot rather than with cost inflation; the trade-off is valuation.

Calendar

Fri 09 Oct — CFTC COT release, 15:30 ET
Wed 14 Oct — US CPI (Sep), 08:30 ET
Wed 28 Oct — FOMC decision and press conference, 14:00 ET (meeting Oct 27-28)

Chart

Chart omitted today.

Desk note

Compiled data for the session: Gold reference price $4,122.70 (1d -0.2%, 1w -0.2%, YTD -5.2%); silver $60.50; gold/silver ratio 68.1; 10y nominal 5.28% (+4 bp); 10y real yield 2.92% (+4 bp); broad dollar 121.38 (-0.40); fed funds 3.88%; GLD up on the day as of 2026-10-05 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms); COT net non-commercial long 218,632 contracts (-7,221 w/w), open interest 406,456, as of 2026-09-29; next event: CFTC COT release, 15:30 ET on 2026-10-09. Figures are as published by the sources listed below; no view is expressed on direction.

Question for the desk

Which miner's AISC leaves the most margin at $4,123 gold, and why?

Sources & disclaimer

Data compiled automatically; the desk note is a deterministic data summary (no model-written text) and the question follows the brief's published rules.

reddit.com

u/djfc — 9 days ago

▲ 2 r/Wallstreetgold

Gold Market Brief — Mon 05 Oct 2026

Gold $4,132 (-0.1% 1d) · daily reference price (currency-api, CC0), snapshot 2026-10-05 · morning check 09:00 ET: tokenized gold PAXG $4,161 (Powered by CoinGecko), +0.7% vs the snapshot

Prices

Daily reference price (currency-api snapshot 2026-10-05), USD unless stated.

Asset	Last	1d	1w	YTD
XAU (gold, USD/oz)	$4,131.88	-0.1%	-1.6%	-5.0%
XAG (silver)	$60.90	n/a	n/a	n/a
XPT (platinum)	$1,709.22	n/a	n/a	n/a
XPD (palladium)	$1,169.52	n/a	n/a	n/a
Gold/Silver ratio	67.8	n/a	n/a	n/a
XAU in CAD	C$5,902	n/a	n/a	n/a
XAU in EUR	€3,695	n/a	n/a	n/a
BTC	$85,891	n/a	n/a	n/a

Macro

Series	Value	Date	Change
10y nominal yield (DGS10)	5.24%	2026-10-01	-5 bp
10y real yield (DFII10)	2.88%	2026-10-01	-5 bp
10y breakeven (derived: nominal − real)	2.36%	2026-10-01	derived
Broad USD (DTWEXBGS)	120.33	2026-09-25	-0.22
Fed funds (DFF)	3.88%	2026-10-01	+0 bp

Drivers

Gold struggles as dovish Fed repricing meets stronger US Dollar, elevated yields (FXStreet) — link
Gold retains key reserve status despite surging bond yields, central bankers say (AOL.com) — link
Gold Slips 1% as Strong Dollar, Yields Hinder Recovery (Rediff MoneyWiz) — link

Positioning & flows

GLD holdings: down on the day as of 2026-10-02 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms)
COT (CFTC legacy, futures only): net non-commercial long 218,632 contracts (-7,221 w/w), open interest 406,456, as of 2026-09-29

Today's focus: Macro week ahead

Next five scheduled events: Fri 09 Oct CFTC COT release, 15:30 ET; Wed 14 Oct US CPI (Sep), 08:30 ET; Wed 28 Oct FOMC decision and press conference, 14:00 ET (meeting Oct 27-28); Fri 06 Nov US jobs report (Employment Situation), 08:30 ET; Tue 10 Nov US CPI (Oct), 08:30 ET.
Read the Macro table above before the week's data: 10y nominal and real yields, the derived breakeven, the broad dollar and fed funds are the inputs the desk tracks against spot.

Calendar

Fri 09 Oct — CFTC COT release, 15:30 ET
Wed 14 Oct — US CPI (Sep), 08:30 ET
Wed 28 Oct — FOMC decision and press conference, 14:00 ET (meeting Oct 27-28)

Chart

Chart omitted today.

Desk note

Compiled data for the session: Gold reference price $4,131.88 (1d -0.1%, 1w -1.6%, YTD -5.0%); silver $60.90; gold/silver ratio 67.8; 10y nominal 5.24% (-5 bp); 10y real yield 2.88% (-5 bp); broad dollar 120.33 (-0.22); fed funds 3.88%; GLD down on the day as of 2026-10-02 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms); COT net non-commercial long 218,632 contracts (-7,221 w/w), open interest 406,456, as of 2026-09-29; next event: CFTC COT release, 15:30 ET on 2026-10-09. Figures are as published by the sources listed below; no view is expressed on direction.

Question for the desk

With the 10y real yield at 2.88% (-5 bp on the day), is gold still tracking real rates or has the correlation loosened?

Sources & disclaimer

Data compiled automatically; the desk note is a deterministic data summary (no model-written text) and the question follows the brief's published rules.

reddit.com

u/djfc — 10 days ago

▲ 2 r/Wallstreetgold

Gold Market Brief — Fri 02 Oct 2026

Gold $4,185 (+0.1% 1d) · daily reference price (currency-api, CC0), snapshot 2026-10-02 · morning check 09:00 ET: tokenized gold PAXG $4,215 (Powered by CoinGecko), +0.7% vs the snapshot

Prices

Daily reference price (currency-api snapshot 2026-10-02), USD unless stated.

Asset	Last	1d	1w	YTD
XAU (gold, USD/oz)	$4,185.41	+0.1%	-2.0%	-3.7%
XAG (silver)	$61.26	n/a	n/a	n/a
XPT (platinum)	$1,741.14	n/a	n/a	n/a
XPD (palladium)	$1,187.55	n/a	n/a	n/a
Gold/Silver ratio	68.3	n/a	n/a	n/a
XAU in CAD	C$5,949	n/a	n/a	n/a
XAU in EUR	€3,719	n/a	n/a	n/a
BTC	$86,824	n/a	n/a	n/a

Macro

Series	Value	Date	Change
10y nominal yield (DGS10)	5.29%	2026-09-30	+3 bp
10y real yield (DFII10)	2.93%	2026-09-30	+2 bp
10y breakeven (derived: nominal − real)	2.36%	2026-09-30	derived
Broad USD (DTWEXBGS)	120.33	2026-09-25	-0.22
Fed funds (DFF)	3.88%	2026-09-30	+0 bp

Drivers

Gold defies US Dollar surge as US yield slide revives Bullion demand (FXStreet) — link
Gold Gets a Breather as Fed Rate Hike Odds Decline. Forecast as of 02.10.2026 (LiteFinance) — link
Gold and Silver Price Forecast: Dollar Rally Threatens Support Ahead of US Jobs (FXEmpire) — link

Positioning & flows

GLD holdings: up on the day as of 2026-10-01 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms)
COT (CFTC legacy, futures only): net non-commercial long 225,853 contracts (-4,485 w/w), open interest 412,800, as of 2026-09-22

Today's focus: Positioning & flows

COT: net non-commercial long 225,853 contracts, -4,485 w/w, as of 2026-09-22.
GLD holdings: up on the day (SPDR, linked above).
The next CFTC COT report is released today at 15:30 ET (positions as of Tuesday); this brief's COT line updates on Monday.

Calendar

Fri 02 Oct — US jobs report (Employment Situation), 08:30 ET
Fri 09 Oct — CFTC COT release, 15:30 ET
Wed 14 Oct — US CPI (Sep), 08:30 ET

Chart

Chart omitted today.

Desk note

Compiled data for the session: Gold reference price $4,185.41 (1d +0.1%, 1w -2.0%, YTD -3.7%); silver $61.26; gold/silver ratio 68.3; 10y nominal 5.29% (+3 bp); 10y real yield 2.93% (+2 bp); broad dollar 120.33 (-0.22); fed funds 3.88%; GLD up on the day as of 2026-10-01 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms); COT net non-commercial long 225,853 contracts (-4,485 w/w), open interest 412,800, as of 2026-09-22; next event: US jobs report (Employment Situation), 08:30 ET on 2026-10-02. Figures are as published by the sources listed below; no view is expressed on direction.

Question for the desk

Net non-commercial length changed by -4,485 contracts to 225,853. Is speculative positioning stretched relative to open interest of 412,800?

Sources & disclaimer

Data compiled automatically; the desk note is a deterministic data summary (no model-written text) and the question follows the brief's published rules.

reddit.com

u/djfc — 13 days ago

▲ 3 r/Wallstreetgold

Gold Market Brief — Thu 01 Oct 2026

Gold $4,183 (+0.0% 1d) · daily reference price (currency-api, CC0), snapshot 2026-10-01 · morning check 09:01 ET: tokenized gold PAXG $4,186 (Powered by CoinGecko), +0.1% vs the snapshot

Prices

Daily reference price (currency-api snapshot 2026-10-01), USD unless stated.

Asset	Last	1d	1w	YTD
XAU (gold, USD/oz)	$4,182.57	+0.0%	-2.4%	-3.8%
XAG (silver)	$61.27	n/a	n/a	n/a
XPT (platinum)	$1,726.99	n/a	n/a	n/a
XPD (palladium)	$1,218.02	n/a	n/a	n/a
Gold/Silver ratio	68.3	n/a	n/a	n/a
XAU in CAD	C$5,959	n/a	n/a	n/a
XAU in EUR	€3,696	n/a	n/a	n/a
BTC	$83,708	n/a	n/a	n/a

Macro

Series	Value	Date	Change
10y nominal yield (DGS10)	5.26%	2026-09-29	+2 bp
10y real yield (DFII10)	2.91%	2026-09-29	+1 bp
10y breakeven (derived: nominal − real)	2.35%	2026-09-29	derived
Broad USD (DTWEXBGS)	120.33	2026-09-25	-0.22
Fed funds (DFF)	3.88%	2026-09-29	+0 bp

Drivers

Gold struggles as rising US Treasury yields outweigh dovish Fed repricing (FXStreet) — link
Gold holds steady in Syria as softer US inflation supports global bullion (وكالة الأنباء السورية – سانا) — link
Gold gains as cooler US inflation data counters higher Treasury yields (Reuters) — link

Positioning & flows

GLD holdings: down on the day as of 2026-09-30 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms)
COT (CFTC legacy, futures only): net non-commercial long 225,853 contracts (-4,485 w/w), open interest 412,800, as of 2026-09-22

Today's focus: Trade ideas & DD

DD standard for trade posts: thesis, catalyst, risk, time horizon, position — every idea states all five.
No price targets in titles. Disclose your position (long, short, none) in the first line of the post.
Reference level for today's ideas: gold $4,183/oz (daily reference price).

Calendar

Fri 02 Oct — US jobs report (Employment Situation), 08:30 ET
Fri 02 Oct — CFTC COT release, 15:30 ET
Wed 14 Oct — US CPI (Sep), 08:30 ET

Chart

Chart omitted today.

Desk note

Compiled data for the session: Gold reference price $4,182.57 (1d +0.0%, 1w -2.4%, YTD -3.8%); silver $61.27; gold/silver ratio 68.3; 10y nominal 5.26% (+2 bp); 10y real yield 2.91% (+1 bp); broad dollar 120.33 (-0.22); fed funds 3.88%; GLD down on the day as of 2026-09-30 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms); COT net non-commercial long 225,853 contracts (-4,485 w/w), open interest 412,800, as of 2026-09-22; next event: US jobs report (Employment Situation), 08:30 ET on 2026-10-02. Figures are as published by the sources listed below; no view is expressed on direction.

Question for the desk

Post your best gold trade idea in the DD format: thesis, catalyst, risk, horizon, position.

Sources & disclaimer

Data compiled automatically; the desk note is a deterministic data summary (no model-written text) and the question follows the brief's published rules.

reddit.com

u/djfc — 14 days ago

▲ 2 r/Wallstreetgold

Gold Market Brief — Wed 30 Sep 2026

Gold $4,181 (+1.3% 1d) · daily reference price (currency-api, CC0), snapshot 2026-09-30 · morning check 09:00 ET: tokenized gold PAXG $4,213 (Powered by CoinGecko), +0.7% vs the snapshot

Prices

Daily reference price (currency-api snapshot 2026-09-30), USD unless stated.

Asset	Last	1d	1w	YTD
XAU (gold, USD/oz)	$4,181.49	+1.3%	-3.8%	-3.8%
XAG (silver)	$61.14	n/a	n/a	n/a
XPT (platinum)	$1,708.24	n/a	n/a	n/a
XPD (palladium)	$1,224.27	n/a	n/a	n/a
Gold/Silver ratio	68.4	n/a	n/a	n/a
XAU in CAD	C$5,937	n/a	n/a	n/a
XAU in EUR	€3,690	n/a	n/a	n/a
BTC	$85,371	n/a	n/a	n/a

Macro

Series	Value	Date	Change
10y nominal yield (DGS10)	5.24%	2026-09-28	+7 bp
10y real yield (DFII10)	2.90%	2026-09-28	+7 bp
10y breakeven (derived: nominal − real)	2.34%	2026-09-28	derived
Broad USD (DTWEXBGS)	120.33	2026-09-25	-0.22
Fed funds (DFF)	3.88%	2026-09-28	+0 bp

Drivers

Gold Price Analysis: Fed Rate Hike Fears Weigh on Gold – Central Banks Continue to Buy (Shanghai Metals Market) — link
Gold ETF GLD drops nearly 4%, hitting lowest in 2 months amid rising rates and oil price fears. (Pluang) — link
Gold struggles for direction ahead of Fed’s preferred PCE inflation data (FXStreet) — link

Positioning & flows

GLD holdings: down on the day as of 2026-09-29 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms)
COT (CFTC legacy, futures only): net non-commercial long 225,853 contracts (-4,485 w/w), open interest 412,800, as of 2026-09-22

Today's focus: Physical

Community check: report the premium over spot you paid (or were quoted) this week — product and quantity, buy or sell side. Product and premium only: no seller names, links or codes (rule 2).
Today's reference price: $4,181.49/oz = $134.44/g · C$5,936.83/oz = C$190.87/g (USD/CAD 1.4198, currency-api).
Premium = (price paid − spot × metal content) ÷ (spot × metal content); quote it as a percentage so coins, bars and fractional pieces compare.

Calendar

Fri 02 Oct — US jobs report (Employment Situation), 08:30 ET
Fri 02 Oct — CFTC COT release, 15:30 ET
Wed 14 Oct — US CPI (Sep), 08:30 ET

Chart

Chart omitted today.

Desk note

Compiled data for the session: Gold reference price $4,181.49 (1d +1.3%, 1w -3.8%, YTD -3.8%); silver $61.14; gold/silver ratio 68.4; 10y nominal 5.24% (+7 bp); 10y real yield 2.90% (+7 bp); broad dollar 120.33 (-0.22); fed funds 3.88%; GLD down on the day as of 2026-09-29 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms); COT net non-commercial long 225,853 contracts (-4,485 w/w), open interest 412,800, as of 2026-09-22; next event: US jobs report (Employment Situation), 08:30 ET on 2026-10-02. Figures are as published by the sources listed below; no view is expressed on direction.

Question for the desk

What premium over spot did you pay this week, and for what product? (Product and premium only; no seller names.)

Sources & disclaimer

Data compiled automatically; the desk note is a deterministic data summary (no model-written text) and the question follows the brief's published rules.

reddit.com

u/djfc — 15 days ago

▲ 2 r/Wallstreetgold

Gold Market Brief — Tue 29 Sep 2026

Gold $4,129 (-1.6% 1d) · daily reference price (currency-api, CC0), snapshot 2026-09-29 · morning check 09:00 ET: tokenized gold PAXG $4,160 (Powered by CoinGecko), +0.8% vs the snapshot

Prices

Daily reference price (currency-api snapshot 2026-09-29), USD unless stated.

Asset	Last	1d	1w	YTD
XAU (gold, USD/oz)	$4,129.10	-1.6%	-4.8%	-5.0%
XAG (silver)	$60.62	n/a	n/a	n/a
XPT (platinum)	$1,696.31	n/a	n/a	n/a
XPD (palladium)	$1,208.34	n/a	n/a	n/a
Gold/Silver ratio	68.1	n/a	n/a	n/a
XAU in CAD	C$5,859	n/a	n/a	n/a
XAU in EUR	€3,635	n/a	n/a	n/a
BTC	$83,567	n/a	n/a	n/a

Macro

Series	Value	Date	Change
10y nominal yield (DGS10)	5.17%	2026-09-25	-1 bp
10y real yield (DFII10)	2.83%	2026-09-25	-2 bp
10y breakeven (derived: nominal − real)	2.34%	2026-09-25	derived
Broad USD (DTWEXBGS)	120.33	2026-09-25	-0.22
Fed funds (DFF)	3.88%	2026-09-25	+0 bp

Drivers

Gold's lustre dims as Treasury yields surge, markets bet on higher Fed rates (reuters.com) — link
Gold (XAU/USD) & Silver Price Forecast: Oil and Yields Pressure Metals as Fed Turns Hawkish (FXEmpire) — link
Gold, silver prices fall amid rise in global bond yields and dollar (Business Standard) — link

Positioning & flows

GLD holdings: up on the day as of 2026-09-28 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms)
COT (CFTC legacy, futures only): net non-commercial long 225,853 contracts (-4,485 w/w), open interest 412,800, as of 2026-09-22

Today's focus: Miners & royalty

Gold reference price $4,129/oz. Producer margin is spot minus all-in sustaining cost (AISC); each miner reports AISC quarterly, so compare it against today's reference price rather than against last quarter's average.
Baskets: GDX (majors, e.g. Newmont, Barrick, Agnico Eagle) and GDXJ (juniors) are the liquid miner baskets; check their closes on your broker or the issuer's page against today's reference price.
Royalty and streaming companies (Franco-Nevada, Wheaton, Royal Gold) carry no mine operating costs, so their margin moves with spot rather than with cost inflation; the trade-off is valuation.

Calendar

Fri 02 Oct — US jobs report (Employment Situation), 08:30 ET
Fri 02 Oct — CFTC COT release, 15:30 ET
Wed 14 Oct — US CPI (Sep), 08:30 ET

Chart

Chart omitted today.

Desk note

Compiled data for the session: Gold reference price $4,129.10 (1d -1.6%, 1w -4.8%, YTD -5.0%); silver $60.62; gold/silver ratio 68.1; 10y nominal 5.17% (-1 bp); 10y real yield 2.83% (-2 bp); broad dollar 120.33 (-0.22); fed funds 3.88%; GLD up on the day as of 2026-09-28 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms); COT net non-commercial long 225,853 contracts (-4,485 w/w), open interest 412,800, as of 2026-09-22; next event: US jobs report (Employment Situation), 08:30 ET on 2026-10-02. Figures are as published by the sources listed below; no view is expressed on direction.

Question for the desk

Which miner's AISC leaves the most margin at $4,129 gold, and why?

Sources & disclaimer

Data compiled automatically; the desk note is a deterministic data summary (no model-written text) and the question follows the brief's published rules.

reddit.com

u/djfc — 16 days ago

▲ 2 r/Wallstreetgold

Gold Market Brief — Mon 28 Sep 2026

Gold $4,198 (-2.0% 1d) · daily reference price (currency-api, CC0), snapshot 2026-09-28 · morning check 09:00 ET: tokenized gold PAXG $4,160 (Powered by CoinGecko), -0.9% vs the snapshot

Prices

Daily reference price (currency-api snapshot 2026-09-28), USD unless stated.

Asset	Last	1d	1w	YTD
XAU (gold, USD/oz)	$4,198.34	-2.0%	-3.8%	-3.4%
XAG (silver)	$62.01	n/a	n/a	n/a
XPT (platinum)	$1,736.65	n/a	n/a	n/a
XPD (palladium)	$1,235.10	n/a	n/a	n/a
Gold/Silver ratio	67.7	n/a	n/a	n/a
XAU in CAD	C$5,940	n/a	n/a	n/a
XAU in EUR	€3,686	n/a	n/a	n/a
BTC	$83,567	n/a	n/a	n/a

Macro

Series	Value	Date	Change
10y nominal yield (DGS10)	5.18%	2026-09-24	+7 bp
10y real yield (DFII10)	2.85%	2026-09-24	+9 bp
10y breakeven (derived: nominal − real)	2.33%	2026-09-24	derived
Broad USD (DTWEXBGS)	119.51	2026-09-18	+0.16
Fed funds (DFF)	3.88%	2026-09-24	+0 bp

Drivers

Gold tumbles to near $4,200 as hawkish Fed signals and stronger US Dollar pressure bullion (fxstreet.com) — link
Gold, silver ETFs tumble up to 3.6% as precious metals slide on US Fed rate-hike fears (Moneycontrol.com) — link
Gold tumbles below $4,200 as oil, Fed hike bets weigh on bullion (Investing.com India) — link

Positioning & flows

GLD holdings: unchanged on the day as of 2026-09-25 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms)
COT (CFTC legacy, futures only): net non-commercial long 225,853 contracts (-4,485 w/w), open interest 412,800, as of 2026-09-22

Today's focus: Macro week ahead

Next five scheduled events: Fri 02 Oct US jobs report (Employment Situation), 08:30 ET; Fri 02 Oct CFTC COT release, 15:30 ET; Wed 14 Oct US CPI (Sep), 08:30 ET; Wed 28 Oct FOMC decision and press conference, 14:00 ET (meeting Oct 27-28); Fri 06 Nov US jobs report (Employment Situation), 08:30 ET.
Read the Macro table above before the week's data: 10y nominal and real yields, the derived breakeven, the broad dollar and fed funds are the inputs the desk tracks against spot.

Calendar

Fri 02 Oct — US jobs report (Employment Situation), 08:30 ET
Fri 02 Oct — CFTC COT release, 15:30 ET
Wed 14 Oct — US CPI (Sep), 08:30 ET

Chart

Chart omitted today.

Desk note

Compiled data for the session: Gold reference price $4,198.34 (1d -2.0%, 1w -3.8%, YTD -3.4%); silver $62.01; gold/silver ratio 67.7; 10y nominal 5.18% (+7 bp); 10y real yield 2.85% (+9 bp); broad dollar 119.51 (+0.16); fed funds 3.88%; GLD unchanged on the day as of 2026-09-25 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms); COT net non-commercial long 225,853 contracts (-4,485 w/w), open interest 412,800, as of 2026-09-22; next event: US jobs report (Employment Situation), 08:30 ET on 2026-10-02. Figures are as published by the sources listed below; no view is expressed on direction.

Question for the desk

Gold moved -2.0% on the day. Which of real yields, the dollar or the Fed calendar best explains it?

Sources & disclaimer

Data compiled automatically; the desk note is a deterministic data summary (no model-written text) and the question follows the brief's published rules.

reddit.com

u/djfc — 17 days ago

▲ 5 r/Wallstreetgold+1 crossposts

Gold Market Brief — Fri 25 Sep 2026

Gold $4,270 (-0.3% 1d) · daily reference price (currency-api, CC0), snapshot 2026-09-25 · morning check 09:00 ET: tokenized gold PAXG $4,292 (Powered by CoinGecko), +0.5% vs the snapshot

Prices

Daily reference price (currency-api snapshot 2026-09-25), USD unless stated.

Asset	Last	1d	1w	YTD
XAU (gold, USD/oz)	$4,269.90	-0.3%	-1.9%	-1.8%
XAG (silver)	$63.59	n/a	n/a	n/a
XPT (platinum)	$1,751.22	n/a	n/a	n/a
XPD (palladium)	$1,252.28	n/a	n/a	n/a
Gold/Silver ratio	67.1	n/a	n/a	n/a
XAU in CAD	C$6,041	n/a	n/a	n/a
XAU in EUR	€3,756	n/a	n/a	n/a
BTC	$84,472	n/a	n/a	n/a

Macro

Series	Value	Date	Change
10y nominal yield (DGS10)	5.11%	2026-09-23	+15 bp
10y real yield (DFII10)	2.76%	2026-09-23	+13 bp
10y breakeven (derived: nominal − real)	2.35%	2026-09-23	derived
Broad USD (DTWEXBGS)	119.51	2026-09-18	+0.16
Fed funds (DFF)	3.88%	2026-09-23	+0 bp

Drivers

Gold and Silver Price Forecast: Strong Dollar and Yields Above 5% Test Support (FXEmpire) — link
Gold Price Today September 25, 2026: Dollar, Fed Rates and Gold Outlook (Kalkine India) — link
Gold heads for weekly loss as stronger dollar, Fed rate outlook weighs (BusinessLine) — link

Positioning & flows

GLD holdings: down on the day as of 2026-09-24 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms)
COT (CFTC legacy, futures only): net non-commercial long 230,338 contracts (-1,622 w/w), open interest 409,899, as of 2026-09-15

Today's focus: Positioning & flows

COT: net non-commercial long 230,338 contracts, -1,622 w/w, as of 2026-09-15.
GLD holdings: down on the day (SPDR, linked above).
The next CFTC COT report is released today at 15:30 ET (positions as of Tuesday); this brief's COT line updates on Monday.

Calendar

Fri 02 Oct — US jobs report (Employment Situation), 08:30 ET
Fri 02 Oct — CFTC COT release, 15:30 ET
Wed 14 Oct — US CPI (Sep), 08:30 ET

Chart

Chart omitted today.

Desk note

Compiled data for the session: Gold reference price $4,269.90 (1d -0.3%, 1w -1.9%, YTD -1.8%); silver $63.59; gold/silver ratio 67.1; 10y nominal 5.11% (+15 bp); 10y real yield 2.76% (+13 bp); broad dollar 119.51 (+0.16); fed funds 3.88%; GLD down on the day as of 2026-09-24 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms); COT net non-commercial long 230,338 contracts (-1,622 w/w), open interest 409,899, as of 2026-09-15; next event: US jobs report (Employment Situation), 08:30 ET on 2026-10-02. Figures are as published by the sources listed below; no view is expressed on direction.

Question for the desk

With the 10y real yield at 2.76% (+13 bp on the day), is gold still tracking real rates or has the correlation loosened?

Sources & disclaimer

Data compiled automatically; the desk note is a deterministic data summary (no model-written text) and the question follows the brief's published rules.

reddit.com

u/Then_Marionberry_259 — 20 days ago

▲ 4 r/Wallstreetgold

Gold Market Brief — Thu 24 Sep 2026

Gold $4,284 (-1.4% 1d) · daily reference price (currency-api, CC0), snapshot 2026-09-24 · morning check 09:01 ET: tokenized gold PAXG $4,276 (Powered by CoinGecko), -0.2% vs the snapshot

Prices

Daily reference price (currency-api snapshot 2026-09-24), USD unless stated.

Asset	Last	1d	1w	YTD
XAU (gold, USD/oz)	$4,284.18	-1.4%	-0.2%	-1.5%
XAG (silver)	$64.11	n/a	n/a	n/a
XPT (platinum)	$1,756.36	n/a	n/a	n/a
XPD (palladium)	$1,267.53	n/a	n/a	n/a
Gold/Silver ratio	66.8	n/a	n/a	n/a
XAU in CAD	C$6,044	n/a	n/a	n/a
XAU in EUR	€3,766	n/a	n/a	n/a
BTC	$83,570	n/a	n/a	n/a

Macro

Series	Value	Date	Change
10y nominal yield (DGS10)	4.96%	2026-09-22	+0 bp
10y real yield (DFII10)	2.63%	2026-09-22	+1 bp
10y breakeven (derived: nominal − real)	2.33%	2026-09-22	derived
Broad USD (DTWEXBGS)	119.51	2026-09-18	+0.16
Fed funds (DFF)	3.88%	2026-09-22	+0 bp

Drivers

Gold falls as US Treasury yields hit highs not seen since 2007, boosting rate hike odds to 77.5%. (Pluang) — link
Spot Gold Falls to $4,267.43 as Treasury Yields and Rate Expectations Rise (Yahoo Finance UK) — link
Gold falls on rising odds of Fed rate hike, stronger dollar (Mining.com) — link

Positioning & flows

GLD holdings: up on the day as of 2026-09-23 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms)
COT (CFTC legacy, futures only): net non-commercial long 230,338 contracts (-1,622 w/w), open interest 409,899, as of 2026-09-15

Today's focus: Trade ideas & DD

DD standard for trade posts: thesis, catalyst, risk, time horizon, position — every idea states all five.
No price targets in titles. Disclose your position (long, short, none) in the first line of the post.
Reference level for today's ideas: gold $4,284/oz (daily reference price).

Calendar

Fri 25 Sep — CFTC COT release, 15:30 ET
Fri 02 Oct — US jobs report (Employment Situation), 08:30 ET
Wed 14 Oct — US CPI (Sep), 08:30 ET

Chart

Chart omitted today.

Desk note

Compiled data for the session: Gold reference price $4,284.18 (1d -1.4%, 1w -0.2%, YTD -1.5%); silver $64.11; gold/silver ratio 66.8; 10y nominal 4.96% (+0 bp); 10y real yield 2.63% (+1 bp); broad dollar 119.51 (+0.16); fed funds 3.88%; GLD up on the day as of 2026-09-23 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms); COT net non-commercial long 230,338 contracts (-1,622 w/w), open interest 409,899, as of 2026-09-15; next event: CFTC COT release, 15:30 ET on 2026-09-25. Figures are as published by the sources listed below; no view is expressed on direction.

Question for the desk

Post your best gold trade idea in the DD format: thesis, catalyst, risk, horizon, position.

Sources & disclaimer

Data compiled automatically; the desk note is a deterministic data summary (no model-written text) and the question follows the brief's published rules.

reddit.com

u/djfc — 21 days ago

▲ 3 r/Wallstreetgold

Gold Market Brief — Wed 23 Sep 2026

Gold $4,347 (+0.2% 1d) · daily reference price (currency-api, CC0), snapshot 2026-09-23 · morning check 09:01 ET: tokenized gold PAXG $4,307 (Powered by CoinGecko), -0.9% vs the snapshot

Prices

Daily reference price (currency-api snapshot 2026-09-23), USD unless stated.

Asset	Last	1d	1w	YTD
XAU (gold, USD/oz)	$4,346.54	+0.2%	+0.5%	-0.0%
XAG (silver)	$66.64	n/a	n/a	n/a
XPT (platinum)	$1,819.37	n/a	n/a	n/a
XPD (palladium)	$1,301.72	n/a	n/a	n/a
Gold/Silver ratio	65.2	n/a	n/a	n/a
XAU in CAD	C$6,122	n/a	n/a	n/a
XAU in EUR	€3,804	n/a	n/a	n/a
BTC	$85,446	n/a	n/a	n/a

Macro

Series	Value	Date	Change
10y nominal yield (DGS10)	4.96%	2026-09-21	-5 bp
10y real yield (DFII10)	2.62%	2026-09-21	-6 bp
10y breakeven (derived: nominal − real)	2.34%	2026-09-21	derived
Broad USD (DTWEXBGS)	119.51	2026-09-18	+0.16
Fed funds (DFF)	3.88%	2026-09-21	+0 bp

Drivers

Gold falls as Fed rate hike bets lift US Dollar to two-month high (FXStreet) — link
Philippines Gold Prices Dip as Peso Conversion, Central Bank Demand and Dollar Moves Shape Outlook (VT Markets) — link
Gold Holds $4,334 as Hawkish Fed Pressure Meets Record ETF Demand (FXLeaders) — link

Positioning & flows

GLD holdings: up on the day as of 2026-09-22 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms)
COT (CFTC legacy, futures only): net non-commercial long 230,338 contracts (-1,622 w/w), open interest 409,899, as of 2026-09-15

Today's focus: Physical

Community check: report the premium over spot you paid (or were quoted) this week — product and quantity, buy or sell side. Product and premium only: no seller names, links or codes (rule 2).
Today's reference price: $4,346.54/oz = $139.74/g · C$6,121.62/oz = C$196.81/g (USD/CAD 1.4084, currency-api).
Premium = (price paid − spot × metal content) ÷ (spot × metal content); quote it as a percentage so coins, bars and fractional pieces compare.

Calendar

Fri 25 Sep — CFTC COT release, 15:30 ET
Fri 02 Oct — US jobs report (Employment Situation), 08:30 ET
Wed 14 Oct — US CPI (Sep), 08:30 ET

Chart

Chart omitted today.

Desk note

Compiled data for the session: Gold reference price $4,346.54 (1d +0.2%, 1w +0.5%, YTD -0.0%); silver $66.64; gold/silver ratio 65.2; 10y nominal 4.96% (-5 bp); 10y real yield 2.62% (-6 bp); broad dollar 119.51 (+0.16); fed funds 3.88%; GLD up on the day as of 2026-09-22 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms); COT net non-commercial long 230,338 contracts (-1,622 w/w), open interest 409,899, as of 2026-09-15; next event: CFTC COT release, 15:30 ET on 2026-09-25. Figures are as published by the sources listed below; no view is expressed on direction.

Question for the desk

What premium over spot did you pay this week, and for what product? (Product and premium only; no seller names.)

Sources & disclaimer

Data compiled automatically; the desk note is a deterministic data summary (no model-written text) and the question follows the brief's published rules.

reddit.com

u/djfc — 22 days ago

▲ 3 r/Wallstreetgold

Gold Market Brief — Tue 22 Sep 2026

Gold $4,337 (-0.6% 1d) · daily reference price (currency-api, CC0), snapshot 2026-09-22 · morning check 09:00 ET: tokenized gold PAXG $4,337 (Powered by CoinGecko), -0.0% vs the snapshot

Prices

Daily reference price (currency-api snapshot 2026-09-22), USD unless stated.

Asset	Last	1d	1w	YTD
XAU (gold, USD/oz)	$4,337.35	-0.6%	+0.8%	-0.3%
XAG (silver)	$65.89	n/a	n/a	n/a
XPT (platinum)	$1,790.82	n/a	n/a	n/a
XPD (palladium)	$1,295.56	n/a	n/a	n/a
Gold/Silver ratio	65.8	n/a	n/a	n/a
XAU in CAD	C$6,084	n/a	n/a	n/a
XAU in EUR	€3,780	n/a	n/a	n/a
BTC	$86,012	n/a	n/a	n/a

Macro

Series	Value	Date	Change
10y nominal yield (DGS10)	5.01%	2026-09-18	+7 bp
10y real yield (DFII10)	2.68%	2026-09-18	+7 bp
10y breakeven (derived: nominal − real)	2.33%	2026-09-18	derived
Broad USD (DTWEXBGS)	119.51	2026-09-18	+0.16
Fed funds (DFF)	3.88%	2026-09-18	+0 bp

Drivers

Gold Prices Fall as Stronger Dollar and Fed Rate Expectations Weigh on Bullion (Yahoo Finance) — link
Gold price today: Why gold fell to $4,350 as stronger dollar and 88% Fed rate hike odds weigh on bullion (The Economic Times) — link
Gold slips as dollar strengthens, investors eye Fed rate outlook By Investing.com (Investing.com) — link

Positioning & flows

GLD holdings: down on the day as of 2026-09-21 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms)
COT (CFTC legacy, futures only): net non-commercial long 230,338 contracts (-1,622 w/w), open interest 409,899, as of 2026-09-15

Today's focus: Miners & royalty

Gold reference price $4,337/oz. Producer margin is spot minus all-in sustaining cost (AISC); each miner reports AISC quarterly, so compare it against today's reference price rather than against last quarter's average.
Baskets: GDX (majors, e.g. Newmont, Barrick, Agnico Eagle) and GDXJ (juniors) are the liquid miner baskets; check their closes on your broker or the issuer's page against today's reference price.
Royalty and streaming companies (Franco-Nevada, Wheaton, Royal Gold) carry no mine operating costs, so their margin moves with spot rather than with cost inflation; the trade-off is valuation.

Calendar

Fri 25 Sep — CFTC COT release, 15:30 ET
Fri 02 Oct — US jobs report (Employment Situation), 08:30 ET
Wed 14 Oct — US CPI (Sep), 08:30 ET

Chart

Chart omitted today.

Desk note

Compiled data for the session: Gold reference price $4,337.35 (1d -0.6%, 1w +0.8%, YTD -0.3%); silver $65.89; gold/silver ratio 65.8; 10y nominal 5.01% (+7 bp); 10y real yield 2.68% (+7 bp); broad dollar 119.51 (+0.16); fed funds 3.88%; GLD down on the day as of 2026-09-21 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms); COT net non-commercial long 230,338 contracts (-1,622 w/w), open interest 409,899, as of 2026-09-15; next event: CFTC COT release, 15:30 ET on 2026-09-25. Figures are as published by the sources listed below; no view is expressed on direction.

Question for the desk

Which miner's AISC leaves the most margin at $4,337 gold, and why?

Sources & disclaimer

Data compiled automatically; the desk note is a deterministic data summary (no model-written text) and the question follows the brief's published rules.

reddit.com

u/djfc — 23 days ago

▲ 3 r/Wallstreetgold

Gold Market Brief — Mon 21 Sep 2026

Gold $4,365 (-0.4% 1d) · daily reference price (currency-api, CC0), snapshot 2026-09-21 · morning check 09:33 ET: tokenized gold PAXG $4,358 (Powered by CoinGecko), -0.2% vs the snapshot

Prices

Daily reference price (currency-api snapshot 2026-09-21), USD unless stated.

Asset	Last	1d	1w	YTD
XAU (gold, USD/oz)	$4,364.64	-0.4%	+0.8%	+0.4%
XAG (silver)	$66.42	n/a	n/a	n/a
XPT (platinum)	$1,803.82	n/a	n/a	n/a
XPD (palladium)	$1,314.00	n/a	n/a	n/a
Gold/Silver ratio	65.7	n/a	n/a	n/a
XAU in CAD	C$6,111	n/a	n/a	n/a
XAU in EUR	€3,803	n/a	n/a	n/a
BTC	$84,952	n/a	n/a	n/a

Macro

Series	Value	Date	Change
10y nominal yield (DGS10)	4.94%	2026-09-17	-7 bp
10y real yield (DFII10)	2.61%	2026-09-17	-7 bp
10y breakeven (derived: nominal − real)	2.33%	2026-09-17	derived
Broad USD (DTWEXBGS)	118.21	2026-09-11	+0.13
Fed funds (DFF)	3.88%	2026-09-17	+25 bp

Drivers

Gold declines amid firmer dollar, bets on more Fed rate hike (Investing.com) — link
Gold Price Prediction: Will The Yellow Metal Rise Again This Week? US Data, Dollar And Fed In Focus (News18) — link
Gold Defies Rate Hikes: Why High Rates Are Losing Their Grip on Bullion (NAI500) — link

Positioning & flows

GLD holdings: up on the day as of 2026-09-18 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms)
COT (CFTC legacy, futures only): net non-commercial long 230,338 contracts (-1,622 w/w), open interest 409,899, as of 2026-09-15

Today's focus: Macro week ahead

Next five scheduled events: Fri 25 Sep CFTC COT release, 15:30 ET; Fri 02 Oct US jobs report (Employment Situation), 08:30 ET; Wed 14 Oct US CPI (Sep), 08:30 ET; Wed 28 Oct FOMC decision and press conference, 14:00 ET (meeting Oct 27-28); Fri 06 Nov US jobs report (Employment Situation), 08:30 ET.
Read the Macro table above before the week's data: 10y nominal and real yields, the derived breakeven, the broad dollar and fed funds are the inputs the desk tracks against spot.

Calendar

Fri 25 Sep — CFTC COT release, 15:30 ET
Fri 02 Oct — US jobs report (Employment Situation), 08:30 ET
Wed 14 Oct — US CPI (Sep), 08:30 ET

Chart

Chart omitted today.

Desk note

Compiled data for the session: Gold reference price $4,364.64 (1d -0.4%, 1w +0.8%, YTD +0.4%); silver $66.42; gold/silver ratio 65.7; 10y nominal 4.94% (-7 bp); 10y real yield 2.61% (-7 bp); broad dollar 118.21 (+0.13); fed funds 3.88%; GLD up on the day as of 2026-09-18 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms); COT net non-commercial long 230,338 contracts (-1,622 w/w), open interest 409,899, as of 2026-09-15; next event: CFTC COT release, 15:30 ET on 2026-09-25. Figures are as published by the sources listed below; no view is expressed on direction.

Question for the desk

GLD holdings changed +4.28 t on the day to 1,057.12 t. Are ETF flows leading or lagging the spot move?

Sources & disclaimer

Data compiled automatically; the desk note is a deterministic data summary (no model-written text) and the question follows the brief's published rules.

reddit.com

u/djfc — 24 days ago

▲ 3 r/Wallstreetgold

Gold Market Brief — Thu 17 Sep 2026

Gold $4,295 (-0.7% 1d) · daily reference price (currency-api, CC0), snapshot 2026-09-17

Prices

Daily reference price (currency-api snapshot 2026-09-17), USD unless stated.

Asset	Last	1d	1w	YTD
XAU (gold, USD/oz)	$4,294.59	-0.7%	-2.6%	-1.2%
XAG (silver)	$63.69	n/a	n/a	n/a
XPT (platinum)	$1,785.50	n/a	n/a	n/a
XPD (palladium)	$1,298.33	n/a	n/a	n/a
Gold/Silver ratio	67.4	n/a	n/a	n/a
XAU in CAD	C$6,008	n/a	n/a	n/a
XAU in EUR	€3,746	n/a	n/a	n/a
BTC	$76,054	n/a	n/a	n/a

Macro

Series	Value	Date	Change
10y nominal yield (DGS10)	5.00%	2026-09-15	+3 bp
10y real yield (DFII10)	2.62%	2026-09-15	+2 bp
10y breakeven (derived: nominal − real)	2.38%	2026-09-15	derived
Broad USD (DTWEXBGS)	118.21	2026-09-11	+0.13
Fed funds (DFF)	3.63%	2026-09-15	+0 bp

Drivers

Gold, silver slip after Fed hike; another rate increase signalled. What it means for bullion (CNBC TV18) — link
Gold Price Forecast: Fed Hike and 5% Treasury Yields Test Recovery (FXEmpire) — link
Gold climbs over 2% as US Dollar trims post-Fed gains (FXStreet) — link

Positioning & flows

GLD holdings: up on the day as of 2026-09-16 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms)
COT (CFTC legacy, futures only): net non-commercial long 231,960 contracts (+3,836 w/w), open interest 411,227, as of 2026-09-08

Today's focus: Trade ideas & DD

DD standard for trade posts: thesis, catalyst, risk, time horizon, position — every idea states all five.
No price targets in titles. Disclose your position (long, short, none) in the first line of the post.
Reference level for today's ideas: gold $4,295/oz (daily reference price).

Calendar

Fri 18 Sep — CFTC COT release, 15:30 ET
Fri 02 Oct — US jobs report (Employment Situation), 08:30 ET
Wed 14 Oct — US CPI (Sep), 08:30 ET

Chart

Chart omitted today.

Desk note

Compiled data for the session: Gold reference price $4,294.59 (1d -0.7%, 1w -2.6%, YTD -1.2%); silver $63.69; gold/silver ratio 67.4; 10y nominal 5.00% (+3 bp); 10y real yield 2.62% (+2 bp); broad dollar 118.21 (+0.13); fed funds 3.63%; GLD up on the day as of 2026-09-16 — figures at SPDR historical data (tonnage not reproduced; SPDR redistribution terms); COT net non-commercial long 231,960 contracts (+3,836 w/w), open interest 411,227, as of 2026-09-08; next event: CFTC COT release, 15:30 ET on 2026-09-18. Figures are as published by the sources listed below; no view is expressed on direction.

Question for the desk

Post your best gold trade idea in the DD format: thesis, catalyst, risk, horizon, position.

Sources & disclaimer

Data compiled automatically; the desk note is a deterministic data summary (no model-written text) and the question follows the brief's published rules.

reddit.com

u/djfc — 28 days ago

▲ 1 r/seoul

Accounting services?

Hi everyone, looking for some help here and I’m at my wits end.

Are there any small business accounting services that do book keeping and minor accounting? Looking for help on day to day accounting. In Canada I can just outsource this to my accountant but here it seems it’s not like a thing.

We don’t have the resources to hire a full time staff member and we are a small company. We do business in Korean but a lot is in English too.

Literally would love to find someone who runs their own accounting practice that can help us. We use Stella if that helps.

Any suggestions? Are there any small business forums or groups online for this type of stuff?

reddit.com

u/djfc — 5 months ago