GOLD

SPDR GLD HOLDINGS 1,041.37T (+0.86T D/D) AS OF NOV 6

GOLDMAN SACHS: Cuts gold forecasts to $4,150 for 2026 and $4,800 for 2027 as hawkish Fed bites

ANTONY BLINKEN: Says Israelis didn't intend to harm Palestinians, target was Hamas

US: Trump says no reason for new escalation with Iran, says he does not seek it - Interfax

MIKE POMPEO: Says "We struck a hospital in Gaza"

GOLD: Rebounds above $4,100 as traders await US inflation data after jobs beat

IRAN: Can hold at risk ships going through the Strait as long as they want, Blinken says

ANTONY BLINKEN: Diplomatic Iran resolution likely needs sanctions relief, something from the Strait itself

GOLD: Rebounds above $4,100 despite strong US NFP data

TRUMP: Says sides in Ukraine conflict are very close to agreements - Interfax

GoldSquawk Special Report: Sticky inflation keeps gold tied to Fed repricing

UKRAINE: Prepares for a long war by lowering mobilization age, TASS says Akhmat special forces intelligence chief Aid

IRAN: IRGC spokesman says Strait of Hormuz is fully under Iranian Naval control - Press TV

TRUMP: Says great disrespect shown to Russia at Zelensky's first meeting

TRUMP: Says U.S. could have kept hitting Iran nuclear facilities

TRUMP ON IRAN: Says protected countries will pay back war costs; says without us Israel would not exist

TRUMP: Historically this will be a very good decision; maybe not for today and tomorrow

WHITE HOUSE: Trump to host Qatar’s Prime Minister on Monday - Tasnim

IRAN: Trump says land blockade in effect; drone cuts power in Iraq

TRUMP: Says he expects Xi, Putin meeting at APEC, would certainly take Jensen Huang

TRUMP: Says we've won in Iran; says it's a matter of whether to wrap it up now or later - Tasnim

US-IRAN: Rubio says no progress in talks, Tehran's demands seen as unrealistic - Interfax

GOLDSQUAWK ASIA SESSION PREP: Gold set in a cautionary range as Middle East flashpoints persist alongside mixed rates/dollar signals

RUBIO: Says progress may be possible at upcoming Ukraine talks in Abu Dhabi - Interfax

GOLD: Houthi forces strike Aramco Tower and target Aramco oil storage in Riyadh

IRAQ: Al-Mada reports al-Zaidi discussed U.S. war plans and warned of arrests if militias join a U.S.-Iranian war

IRAN: Iraqi PM Ali al-Zaidi shares U.S. war plans with Iraqi Coordination Framework

US SECRETARY OF STATE: Negotiations with Iran have thus far yielded no results, Tehran's demands unacceptable - Tasnim

IRAN: U.S. carries out airstrike against surface-to-air system in Qeshm Island

MARCO RUBIO: Says not on verge of a breakthrough with Iran, diplomacy so far not very productive

MARCO RUBIO: We have a right to defend ourselves

IRAN: Four explosions heard in Qeshm, some island locations reportedly hit - IRNA

MARCO RUBIO ON IRAN: Trump identified a very real threat to this country and addressed it

IRAN: US forces fire several shells at Qeshm island in the Strait of Hormuz, IRNA reports - Interfax

RUBIO: Talks not productive, Iranian demands simply unacceptable - Bloomberg

IRAN: Trump says renewed US military action highly unlikely if talks on nuclear programme and Hormuz make progress

IRAN: Suspected drone strike halts Iraq’s Khor Mor gas field, cuts nearly 2.8 gigawatts of Kurdistan power

IRAN: Araghchi says 2-day proposal stands, meet requirements including end to war on all fronts or choose war

IRAQ: Another attack on Khor Mor gas field; Prime Minister Ali al-Zaidi orders investigation

IRAQ: Complete darkness in Erbil, capital of Iraqi Kurdistan