2 200 投资咨询业务资格:证监许可【2012】31号 ITG国贸期货 贵金属数据日报 | | | | | 国贸期货研究院 | | 投资咨询号: Z0013700 | | | 2026/3/31 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 贵金属与新能源研究中心 白素娜 | | 从业资格号:F3023916 | | | | | 内外盘金 | 日期 | 伦敦金现 | 伦敦银现 | COMEX黄金 | COMEX白银 | AU2604 | | AG2604 AU (T+D) | AG (T+D) | | 银15点价 | | (美元/盎司) | (美元/盎司) | (美元/盎司) | (美元/盎司) | (元/克) | | (元/千克) (元/克) | (元/千克) | | 格龈踪 | 2026/3/30 | 4528. 84 | 70. 30 | 4557.00 | 70. 36 | 1011.02 | | 17756.00 1010. 12 | 17682. 00 | | (本表数 | | | | | | ...

U.S. stock futures fell on Friday following Thursday’s sharp sell-off. Futures of the major benchmark indices were lower.Tehran, however, reportedly rejected a 15-point U.S. proposal conveyed through Pakistan, with a senior Iranian official telling Reuters that senior officials and a representative of the supreme leader found it served only American and Israeli interests. Meanwhile, the 10-year Treasury bond yielded 4.45%, and the two-year bond was at 4.00%. The CME Group's FedWatch tool’s projections show ...

Robert Kiyosaki, finance expert and author of “Rich Dad Poor Dad,” warned that the biggest market crash is coming. In a Facebook post, Kiyosaki wrote that the global stock market is “collapsing.” Here’s why he saying that. For You: Robert Kiyosaki Is Dumping Gold and Silver: Here’s What He’s Buying Instead Check Out: 8 Things You Must Do When Your Savings Reach $50,000 Major Market Swings The market is in a continual state of flux and the figures Kiyosaki wrote in his post are no longer reflective of th ...

Core Viewpoint - The recent correction in gold mining stocks is viewed as a timely buying opportunity, suggesting investors should consider reallocating from S&P 500 Index funds to gold mining stocks due to rising geopolitical tensions and inflation concerns [2][5]. Group 1: Market Conditions and Trends - Since February 28, 2023, when military actions began between Israel and the US against Iran, West Texas Intermediate crude oil futures have increased by 46.7% [2]. - Rising interest rates are perceived as a negative for gold; however, this narrative is considered misleading as historical data shows that rising interest rates did not hinder gold prices during the 1970s [5][10]. - The US national debt has surpassed $39 trillion, indicating significant fiscal imbalances that could lead to sustained inflation [7]. Group 2: Historical Context and Comparisons - The 1970s serve as a historical parallel, where gold prices rose significantly despite rising interest rates, with gold increasing by 2,329% from $35/oz to $850/oz [9]. - The Barron's Gold Mining Index rose 1,292% during the 1970s, while the S&P 500 only increased by 41% during the same period, suggesting that gold mining equities outperformed large-cap equities [13]. Group 3: Investment Strategy and Recommendations - Current low valuations for mining stocks, combined with a favorable macroeconomic backdrop, suggest potential for high returns in the coming decade [14][16]. - The focus on small-cap exploration companies is emphasized, as they are expected to provide significant upside due to their control over valuable new discoveries [17]. - The recent sell-off in gold and silver presents a buying opportunity, especially for undervalued mining stocks that have been oversold compared to large-cap indices [18][22]. Group 4: Technical Analysis and Market Signals - Both the GDX and GDXJ ETFs are currently hovering near their 200-day moving average, indicating potential for a rebound as they are considered oversold [22]. - The S&P 500 and Nasdaq 100 indices appear to be breaking down from historically high valuations, suggesting further downside potential [20].

Gold prices hit over a one-month low after Fed holds rates steady as expected Brent tops $110 after hit on world's largest natural gas field, Fed uncertainty Stocks end in the red after Fed expresses uncertainty over impact of oil shock Global stocks could fall 30% in extended conflict scenario, UBS warns 3 Boring Infrastructure Stocks That Could Beat the Market in 2026 By MarketBeat.com Author Chris Markoch Stock Markets Published 03/18/2026, 04:54 PM 3 Boring Infrastructure Stocks That Could Beat the Mark ...

⚡ People still think this is just another Middle East conflict.It’s not that simple anymore.Look at what is happening all at the same time.The United States is directly confronting Iran through military strikes and regional deployments. Iran is responding through missiles, drones and proxy networks across the region.Russia is strategically aligned with Iran and watching the conflict carefully while already being locked in its own geopolitical confrontation with the West.China is not directly involved milita ...

Geopolitical Impact on Markets - The ongoing conflict involving the US, Iran, and Israel is expected to worsen, leading to significant implications for stock markets [2][6] - There are no current negotiations among the parties involved, which suggests a prolonged conflict and potential energy supply issues [3][5] Energy Market Dynamics - The Strait of Hormuz remains a critical area for energy supply, and any disruptions could lead to higher energy prices, impacting global markets [5][10] - Despite some analysts suggesting that energy supply may be less critical due to stockpiling by China and increased US production, the overall sentiment indicates that energy prices are likely to rise [5][10] Market Sentiment and Corrections - There is a prevailing sense of complacency in equity markets, particularly in Asia and Europe, which may face substantial corrections if oil prices continue to rise [10] - The current market optimism does not align with geopolitical realities, indicating that traders should be cautious about inflation and growth impacts [7][8]

Group 1: Report Industry Investment Rating - Not provided in the given content Group 2: Core Viewpoints of the Report - Short - term energy prices remaining high may subject the precious metals market to inflation - risk trading, but due to the ongoing US - Iran conflict, precious metal prices are supported and will maintain high volatility [5] - In the long run, the logic of the precious metals bull market remains solid. With the probability of the Fed cutting interest rates this year, continuous global geopolitical uncertainties, and the US's huge debt promoting the de - dollarization wave, the allocation demand of global central banks, institutions, and residents is expected to continue, and the price center of precious metals has room to rise. Long - term strategies suggest buying on dips [5] Group 3: Summary by Relevant Catalogs 1. Price Tracking - On March 4, 2026, London gold spot was $5164.14 per ounce, London silver spot was $84.93 per ounce, COMEX gold was $5174.80 per ounce, and COMEX silver was $85.05 per ounce. Compared with March 3, gold prices dropped by 2.7% and silver prices decreased by 0.2% [3] - The price of the AU2604 gold futures contract was 1153.06 yuan per gram, and the AG2604 silver futures contract was 21854 yuan per kilogram on March 4, 2026, with a change of - 2.4% and 1.0% respectively compared to March 3 [3] - The spreads and ratios of gold and silver in different markets also showed certain changes. For example, the gold TD - SHFE active spread changed by - 21.8% from March 3 to March 4 [3] 2. Position Data - As of March 3, 2026, the gold ETF - SPDR was 1099.04 tons, and the silver ETF - SLV was 15981.38274 tons. Compared with March 2, the changes were - 0.21% and 0.50% respectively [3] - COMEX gold non - commercial long positions were 211649 contracts, non - commercial short positions were 52472 contracts, and non - commercial net long positions were 159177 contracts on March 3, 2026, with corresponding changes compared to March 2 [3] 3. Inventory Data - On March 4, 2026, the SHFE gold inventory was 105033.00 kilograms, a - 0.03% change from March 3. The SHFE silver inventory was 294823.00 kilograms, a - 4.12% change from March 3 [3] - On March 3, 2026, the COMEX gold inventory was 33071598 troy ounces, a - 0.30% change from March 2, and the COMEX silver inventory was 355173837 troy ounces, a - 0.67% change from March 2 [3] 4. Interest Rates/Exchange Rates/Stock Market - On March 4, 2026, the US dollar/Chinese yuan central parity rate was 6.91, with a 0.05% change from March 3 [3] - On March 3, 2026, the US dollar index was 99.06, the 2 - year US Treasury yield was 3.51%, the 10 - year US Treasury yield was 4.06%, the VIX was 23.57, the S&P 500 was 6816.63, and NYMEX crude oil was $74.80. Compared with March 2, the changes were 0.52%, 1.15%, 0.25%, 9.93%, - 0.94%, and 5.31% respectively [3] 5. Market Review - On March 4, the main contract of Shanghai gold futures closed down 3.1% to 1153.06 yuan per gram, and the main contract of Shanghai silver futures closed down 4.43% to 21854 yuan per kilogram [3] 6. Impact Analysis - The US Treasury Secretary said the crude oil market supply is sufficient, and the US will provide insurance for ships in the Gulf region, causing crude oil prices to fall and easing inflation concerns. The weakening of the US dollar index led to a rebound in precious metal prices after hitting the bottom [4] - Geopolitical conflicts are ongoing. The US Defense Secretary said the US - Iran conflict may last for 8 weeks or longer, and the US Treasury Secretary mentioned that a 158% tariff rate may take effect this week, which continues to support precious metal prices [4] - The increase of 63,000 in the US ADP employment in February, the largest increase since July last year, eases the risk of economic recession. The inconsistent hawkish stances of Fed officials also suppress precious metal prices to some extent [4] - For silver, although the inventory and position risks in September have been greatly alleviated, the SHFE inventory has fallen below 300 tons, and the New York inventory is still declining. The physical tight - supply structure has not been fully alleviated, so the fundamentals still support silver prices [4]

Hey everyone and thanks for jumping back into the macroverse. Today we're going to talk about the mechanism that typically ends business cycles. If you guys like the content, make sure you subscribe to the channel, give the video a thumbs up, and check out ITC Premium at the cryptoverse.com. Use the coupon code ITC50 to get 50% off your first month. Let's go ahead and jump in.So, we've been putting out videos for a while talking about how business cycles end. We've also been discussing the idea that we are ...

Anduril CEO Predicts Long Geopolitical Conflict With China https://t.co/FiNz8vUUQv ...