Gold prices surge near monthly highs amid U.S. rate cut hopes and geopolitical calm
Gold prices hold steady near a one-month high, driven by softer U.S. inflation data and rate-cut expectations, despite a ceasefire easing golds safe-haven appeal.
Gold prices on the MCX edged higher, with February 2025 contracts trading at Rs 78,923, up by 0.27 per cent. This movement reflects global trends and investor optimism. The steady rise highlights the growing demand for bullion amid easing U.S. inflation data.
Gold prices steady near one-month peak
Spot gold held firm at $2,693.93 per ounce after earlier reaching its highest level since December 12. U.S. gold futures also advanced by 0.2 per cent to $2,723.70. The gains are largely attributed to easing inflation in the U.S., which has renewed hopes for less restrictive monetary policy from the Federal Reserve.
The recent inflation data showed a slowdown in core inflation, with no major upside surprises in consumer prices. This has boosted bullion demand as the potential for disinflation could encourage the Fed to ease monetary policy, making gold—a non-yielding asset—a more attractive option.
U.S. dollar and bond yields impact gold movement
The U.S. dollar weakened today, standing just below its recent peaks, as cooling inflation data also dragged down bond yields. A weaker dollar typically supports gold prices by making the metal less expensive for holders of other currencies. Analysts are also factoring in the possibility of two rate cuts by the Fed this year, with the first expected by June.
Geopolitical developments curb gains
Gold’s safe-haven demand saw some limitations after a ceasefire agreement was reached between Israel and Hamas. The deal, which also includes a hostage exchange, eased some geopolitical tensions, reducing the urgency for investors to hold safe-haven assets like gold.
Domestic gold prices in India
In the Indian market, gold prices mirrored the global trend, with rates climbing in line with international spot prices. However, gains were tempered by the strengthening U.S. dollar, which pushed prices higher in the domestic market. Gold prices in major Indian cities today are as follows:
- Delhi: Rs 80,770 (24 carat), Rs 74,050 (22 carat)
- Mumbai: Rs 80,620 (24 carat), Rs 73,900 (22 carat)
- Chennai: Rs 80,620 (24 carat), Rs 73,900 (22 carat)
- Kolkata: Rs 80,620 (24 carat), Rs 73,900 (22 carat)
Outlook for gold prices
Gold’s upward trajectory is likely to continue, driven by a mix of global monetary policy shifts and geopolitical developments. While the ceasefire in Gaza may dampen immediate safe-haven demand, the broader outlook remains positive as investors eye the potential for further rate cuts by the Federal Reserve later this year.
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