Chinese ETFs sold roughly -64koz last session, more than offsetting the +27koz inflows from global x-China ETFs. These outflows still remain multiples below the scale…
Gold fell below $3200/oz as a pause in Chinese ETF flows and geopolitical optimism triggered a pullback—but underlying support from central banks and institutional inertia…
Developments on trade over the weekend were as close to an about-face as one could have hoped for, TDS’ Senior Commodity Strategist Daniel Ghali notes.…
Chinese Gold ETFs recorded their largest outflows in 264 trading sessions, TDS’ Senior Commodity Strategist Daniel Ghali notes. Macro catalysts could reignite Gold rally despite pause “These…
Weak Chinese manufacturing PMIs kicked off the selling activity in Copper, but CTA selling activity into the liquidity vacuum has exacerbated the downside with algos on…
Gold is melting higher, but downside risks are subsiding, TDS’ Senior Commodity Strategist Daniel Ghali notes. There is little scope to sell Gold “Macro fund…
The rise in the XAU/XAG ratio reflects idiosyncratic strength in Gold, as opposed to weakness in Silver, TDS’ Senior Commodity Strategist Daniel Ghali notes. Next…
China Lifecos are already on the bid in Gold. The Shanghai Gold exchange admitted four Chinese Life Insurance companies as members of the exchange, enabling them…
Macro funds played a role in last week’s melt-up in Gold prices, TDS’ Senior Commodity Strategist Daniel Ghali notes. Recent liquidations are likely related to…
Macro funds are (finally) waking up to the silversqueeze you can buy into, TDS’ Senior Commodity Strategist Daniel Ghali notes. London liquidity remains severely constrained…