India's 10-year bond yield hits a 3-year high near 7.4%, raising concerns over inflation and borrowing costs. 1. Crude oil: Higher oil prices fuel inflation, adding pressure on bond yields. 2. Gold & silver: Rising yields increase holding costs, potentially weighing on precious metals. 3. Copper, aluminium & zinc: Higher financing costs could weaken industrial demand and pressure prices. 4. Agricultural commodities: Higher fuel, transport and financing costs may increase production expenses, potentially supporting prices. SO, rising bond yields signal inflation concerns and tighter financial conditions, creating mixed implications for commodities. #BondYields #Commodities #CrudeOil #Gold #Silver #IndiaMarkets

Bullish US Dollar Bets Surge Above $35 Billion! CFTC data shows speculators rebuilding USD long positions sharply, following four consecutive weeks of dollar gains. Commodity Impact: A stronger dollar could pressure Gold, Silver, Copper, Aluminium and Crude Oil by making dollar-priced commodities costlier for overseas buyers. Silver and Copper may face additional volatility, while Gold could find support from safe-haven demand. #USD #DollarIndex #Gold #Silver #Copper #CrudeOil #Commodities #MCX #CFTC

China's Property Crash vs Gold's Rise! China's real residential property price index has plunged nearly 24%, from its 2021 peak of 112.3 to around 85.4 in 2025, the lowest since 2008. Real Estate: Prolonged housing weakness is eroding property investment values. Gold & Silver: Investors seeking alternatives to real estate could strengthen precious metals demand. Key Takeaway: China's property downturn highlights a potential shift from real estate toward gold as a store of wealth. Source: BIS/FRED #China #Gold #Silver #RealEstate #Commodities

GLOBAL LIQUIDITY IS SURGING China’s M2 money supply jumped $440 billion in August to a record $53.10 trillion, rising by more than $6 trillion over the past year. At the same time, U.S. M2 increased by $1.25 trillion YoY to a record $23.34 trillion. Combined money supply across the world’s two largest economies has now reached roughly $76.4 trillion — an all-time high. More liquidity can support asset prices, but it may also weaken purchasing power over time. Commodity impact: Potentially supportive for Gold, Silver, Copper and other hard assets as investors seek inflation and currency-debasement hedges. #Gold #Silver #China #MoneySupply #M2 #Commodities #Inflation #GlobalLiquidity

Gold ETF demand is accelerating! Global physical gold-backed ETF holdings jumped 35 tonnes last week, hitting a record 4,250 tonnes as investor appetite for gold strengthens. *Commodity impact* : Strong ETF inflows are bullish for gold prices, as they tighten available investment supply and signal stronger institutional demand. The positive sentiment can also spill over into silver, especially if precious-metal buying broadens. Most impacted: Gold | Silver #Gold #GoldETF #Silver #Bullion #Commodities