What is driving gold?
Balancing the latest evidence
Leading support
- Loading the driver stack
Leading pressure
- Loading the driver stack
Precious metals market nowLive
The one-minute version
What is driving gold today?
Checking the latest prices, yields, dollar, miners and market drivers.
Checking the latest confirmed update…View data method
Gold spotXAU/USD
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Silver spotXAG/USD
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Gold minersGDX
—Loading market price
US 10-yearTreasury
—Loading yield
US dollarDXY
—Loading dollar data
US 30-yearTreasury
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Real 10-yearAfter inflation
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Metric colour guide
Supportive / positive
Mixed / watch
Pressure / elevated risk
Information
Colours show the direction or risk represented by each metric. Open the tile for the full precious-metals context.
Full stack →
What to watch next
The next evidence that could change the read
- Checking the next important market signals.
Live intelligence
Start with the market read. Then open the evidence.
Use the Daily AI Brief for the conclusion, then open any tile to inspect the live evidence, source cadence and specialist analysis behind it.
AICore intelligence
Daily AI Brief
The complete daily read across gold, silver, miners and the macro backdrop.
Gold viewLoadingConfidence—
Open briefing →
15Ranked signals
Driver Stack
Every force affecting gold, ranked by importance, direction and conviction.
Top driverLoadingCurrent read—
Open stack →
HMAt-a-glance
Macro Heat Map
See supportive and negative precious-metals drivers in one visual matrix.
Supportive—Pressure—
Open heat map →
FEDDecision intelligence
Fed Intelligence
FOMC decisions, meeting probabilities, policy path and metals implications.
Target range—Next biasLoading
Open Fed Watch →
BONDEarly-warning system
Bond Stress Monitor
Is the selloff still a rate shock, or becoming a debt, funding or policy problem for gold?
Stress score—Current phaseLoading
Open monitor →
LIVEOfficial release tape
US Economic News
Primary-source US releases interpreted for gold, the dollar and Treasury markets.
High impact—Latest gold readAwaiting
Open live feed →
¥Hourly sensor
Yen Carry Trade
Intervention, funding stress, capital repatriation and the impact on gold.
Risk score—News items—
Open monitor →
AuAsset signal
Gold Signal
Current gold bias, conviction and the drivers behind the model reading.
Spot—SignalLoading
Open gold signal →
AgAsset signal
Silver Signal
Higher-beta silver analysis across price, ratios, demand and positioning.
Spot—SignalLoading
Open silver signal →
MINews context
Macro Intelligence
Filtered policy, inflation, oil and geopolitical headlines that matter to metals.
Headlines—Active themes—
Open macro feed →
Markets & assets
Prices, positioning, ownership and investable exposure.
Move from the metal itself to miners, funds, futures positioning and physical ownership.
GDXEquity leverage
Miners Intelligence
Gold and silver miners, fund constituents, projects, margins and catalysts.
GDX—GDXJ—
Open miners →
ETFFlow proxy
ETF Flows
GLD and SLV price-volume behaviour as a read on Western investment demand.
Gold ETF—Silver ETF—
Open ETF flows →
COTFutures positioning
CFTC Positioning
Managed-money longs, shorts and net positioning in gold and silver futures.
Gold net—Silver net—
Open positioning →
XAUtTokenised gold
Tether Gold
Market value, supply and reported physical-gold backing for XAUt.
XAUt price—Backing—
Open XAUt →
CBTransparent holdings
Gold Holders
Official reserves, major ETFs and tokenised-gold holdings in one view.
Largest holder—Top 20—
Open holders →
CALCInteractive tool
Bullion Calculator
Value bars and coins by purity, weight and currency before buying or selling.
Gold GBP/oz—Silver GBP/oz—
Open calculator →
42Special project
The $42.22 Project
Why America still books its gold at $42.22 and what revaluation could mean.
Official value$42.22Market multiple—
Open project →
Macro driver lab
Open any force in the model and inspect it on its own.
Each specialist page explains the driver, shows its current reading and links it back to precious metals.
R%Combined view
Rates & Real Yields
US 10Y—Real 10Y—
Open page →
BSSovereign risk
Bond Stress Monitor
Stress score—Gold trigger—
Open monitor →
USTNominal rates
Treasury Yields
US 2Y—US 30Y—
Open page →
RYGold carry cost
Real Yields
Real 10Y—Breakeven—
Open page →
USDCurrency pressure
US Dollar Pressure
DXY—1-day move—
Open page →
FPPolicy driver
Fed Policy / News
Stack status—Next meeting—
Open page →
GEOSafe-haven demand
Geopolitical Stress
Current status—Headlines—
Open page →
DEBTSovereign risk
Fiscal / Sovereign Stress
Current status—Model score—
Open page →
VIXRisk regime
Liquidity / Risk Appetite
Current status—VIX 20D—
Open page →
CBStructural demand
Central Bank Demand
Current status—Top-20 holdings—
Open page →
BARBullion market
Physical Demand
Current status—Headlines—
Open page →
INDSilver demand
Industrial Demand
Silver spot—Gold/silver—
Open page →
RSILow-weight signal
Chart Momentum
Gold RSI—vs 50-day—
Open page →
XRelative signal
Silver Cross-Signal
Current read—vs gold 20D—
Open page →
Research, reports & platform
The deeper work behind the live dashboard.
Research notes, FOMC reports, methodology and information about the AgAu platform.
FCSTInstitutional outlook
Gold & Silver Forecasts
Gold consensus—Silver consensus—
Open forecasts →
RDeep dives
Research Hub
Archived reads—Latest entry—
Open research →
FOMCMeeting report
FOMC Report
Latest decision—Meeting date—
Open report →
DATATransparency
Data & Method
Driver signals—Source sensors—
Open method →
OSResearch stack
Platform
Intelligence pages28+Update modelAutomated
Explore platform →
AAEditorial approach
About AgAu.ai
ApproachMacro firstPurposeClear decisions
Read about us →
PRIVSite information
Privacy & Cookies
Research useIndependentData policyTransparent
View policy →