Last Updated With Closing Market Prices and Document Filings from: 26 November 2014 (as available at TSX closing time).
See xe for currency conversion quotes:
Jim Rickards, author of Currency Wars, suggests watching the US-Euro and US-Yuan cross rates. A drop in the US-Euro cross rate below $1.30 is likely to be a trigger for more easing by the Fed.
For current spot market quotes, please see:
U.S. Dollar Index (DXY) chart.
The AMEX Gold Bugs Index quote is available here.
For price of energy baseline, see crude oil prices at Bloomberg.
CME Group Gold Futures which was previously known as the COMEX (trade volumes are in units of 100 troy ounces -- 29,166.6667 troy ounces per short ton).
Shanghai Gold Exchange (SGE) tracking page updated daily with SGE statistics (presented in tonnes of gold with US$ pricing based on daily US$ / Yuan exchange rate).
Wikipedia defines the LBMA as:
The London bullion market is a wholesale over-the-counter market for the trading of gold and silver. Trading is conducted amongst members of the London Bullion Market Association (LBMA), loosely overseen by the Bank of England. Most of the members are major international banks or bullion dealers and refiners.
COMEX provides an explantion of the COMEX delivery reports (settlement of long/short positions which may not involve any movement of gold) and observes that COMEX delivery should not be compared to warehouse inventory report. COMEX delivery volume is analgous to the Au(T+D) Delivery Volume (aka Settlement Volume) on the Shanghai Gold Exchange.
It is unclear to me however if the COMEX warehouse inventory report changes can be understood as a physical deliveries out of the COMEX system of warehouses. Perhaps this isn't an appropriate question since the COMEX is primarily a paper/derivative market and is not the place anyone would go to physical gold. However, that said, Shanghai Gold Exchange reports very clearly show a large flow of gold into China and that gold has to be coming from somewhere. Is some of the COMEX gold being drained into China?
World Gold Council Gold Demand Trends provides information about jewellery, investment, technology and central banks gold flows. This report includes estimates per country data and gold recycling flows.