Gold Market Pulse

Weak payrolls triggered the usual Fed-easing hopes, yet gold fell as 10-year yields climbed back above 5.27 percent.

• Dollar strength today stems...

Central banks continue buying gold as a hedge against high debt and geopolitical risks, even as yields rise, weakening its traditional link to real...

Why is gold declining to $4,140 despite ongoing conflict?

• Oil absorbs the bid: Safe-haven demand lifts crude instead, feeding inflation...

India processes imported bullion into high-value exports rather than just consuming it seasonally, with gems and jewellery shipments reaching $27.71...

The 2026 consolidation sets up a tactical buy on any final October weakness before uptrends resume after midterms.

• Confirmation signals: Gold Cycle...

Royalty firms gain leveraged upside from elevated gold prices without bearing mine costs, positioning Gold Royalty for substantial expansion.

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Can the sharp labor-market slowdown sustain a gold rebound via lower rates, yields, and dollar?

• Labor shock: September payrolls hit just 29,000...

South Korea's first physical gold purchase in 13 years—one ton worth roughly $140 million—marks a symbolic resumption of direct central-bank buying...

• Weak September payrolls (29k vs 90k expected) slashed October hike odds, lifting gold to $4,192.30.
• Rising 10-year yields near 5.3% and firm...

The S&P 500 stayed near ATHs in September even as the 10-year yield hit 5.3% and 60% of stocks fell over 20% from peaks, thanks to the AI trade....

High prices are reshaping India's Diwali gold demand, testing how consumers respond when prices, policy, and tradition collide in one of the world's major physical gold markets.

Judy Shelton's appointment as Treasury counselor injects her gold-convertible bond proposals into policy discussions amid rising yields and deficits...

• Wells Fargo trimmed its 2027 gold target to $5,200-$5,400 after the Fed signaled more hikes and a stronger dollar, raising opportunity costs for...

A cancelled 400-ounce gold contract and sudden collapse in COMEX deliveries signal physical gold demand has evaporated, while silver volumes remain...

Gold's plunge to $4,110.55/oz—its lowest since early August—before a modest recovery puts China's Golden Week physical buying squarely in focus as a potential buffer near the $4,100-$4,200 zone.

Coeur Mining fell 7.02% on Sep 28 as gold and silver prices dropped amid rising Treasury yields and a stronger dollar, outpacing the sector's 2.28%...

Gold futures opened down 1.1% amid Iran tensions lifting oil prices, yet the deeper driver is rising real yields.

• Geopolitical angle: Iran-related...

Higher interest rates are pressuring gold prices even as geopolitical risks persist.

• Gold futures on MCX fell nearly 2.3% last week to Rs 1.5 lakh...

• Basic math: Local gold price = USD price × exchange rate
• Stable USD gold still rises in local terms if the currency weakens against the dollar
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Gold's sharp swings reflect two opposing liquidity forces acting at once. Fed T-bill purchases add bank reserves and support prices, while rising...