白銀已經連續六年供不應求，可銀價九個月跌掉了一半多，所謂的“缺口”，到底在說什麼？其實缺口一直都在，按下開關的卻是另一樣東西，這次它又變了！點擊查看詳細拆解

美聯儲只喊不動，市場開始失去耐心，債市迎來新買家！白銀期貨名義持倉價值回到2024年中附近水平，交易員重估當前倉位結構。究竟是誰在持續賣出？點擊查看三分鐘電報…

Analyst Eamonn Sheridan said the BANK OF JAPAN meeting largely fulfilled hawks' expectations: the bank said underlying inflation has reached its 2% target, flagged upside price risks, raised inflation forecasts and recorded one dissenting vote supporting a rate hike with no dovish opposition. That should support the yen, push up short-term JGB yields and cement market-implied odds of a December rate hike at about 80%. Oil is the key variable in the projections: the bank assumes Dubai crude will fall from roughly $105/bbl to $70/bbl, so a sustained Iran-related oil rally would increase upside inflation risk. The bank will accelerate ETF sales, adding modest supply to Japanese equities from 2027, but full disposal would take 43 years so annual impact is limited.