Macro Asset Daily

金4672砸坑银73黑周土耳其烧金实物短缺伦敦空COMEX白银低纸金30倍GSR250-300

金4672砸坑银73黑周土耳其烧金实物短缺伦敦空COMEX白银低纸金30倍GSR250-300

Key Questions

What caused gold's recent smash to 4672?

Gold surged to 4656 then smashed to 4672 pit amid nonfarm hawkishness +10.5%, oil/debt repricing. COMEX leverage 7.48x, real rates high. CPI pullback eyes 4450 bottom.

Why silver's 'black week' at 73?

Silver hit 73 in black week with COMEX paper 30x physical, London shorts. Demand fears, three forces pre-open. Macro chain links USD/rates.

What is GSR at 250-300 mean?

Gold-Silver Ratio at 250-300 signals silver undervalued vs gold. Physical shortages, Turkey burns gold. COMEX vs real tight.

How active are central banks in gold?

China reserves +17 months; banks grab gold amid LBMA empties.普京 limits, Gundlach bullish Q2. Forex factors drive holdings.

What Turkey gold events?

Turkey burns physical gold amid shortages; flows to Middle East. Real demand spikes paper-gold gap. Monitors CFTC/LBMA.

Gold outlook post-smash?

4450 dip buy NEM; CPI may kill rally but long-term bull via de-dollarization, wars. Not safe haven but system insurance. Central sales before next surge.

Why physical gold shortage?

London empty, COMEX low inventory; 30x paper overhang.央行抢, industrial hits. GSR extreme.

Key monitors for gold/silver?

CFTC, LBMA, GSR, Turkey flows, Middle East USD, PCE, inventory. Hawk data pressures short-term; structural bulls long-term.

金4656暴涨砸坑4672银73黑周非农鹰10.5%油债重定价COMEX杠杆7.48x实利率高伦敦空央行抢金中国储备+17月土耳其烧金纸金30倍GSR250-300普京限金Gundlach牛Q2金银ETF CPI拉杀4450抄底NEM,监测CFTC LBMA GSR土耳其金流中东美元PCE库存。

Sources (19)
Updated Apr 9, 2026
What caused gold's recent smash to 4672? - Macro Asset Daily | NBot | nbot.ai