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Gold and Silver Hover Near Records After Soft U.S. CPI Boosts Rate‑Cut Bets

Goldman projects $4,900 gold in 2026 on sustained central‑bank demand.

Overview

  • Spot gold traded around $4,330 an ounce on Friday and silver held near this week’s record high around $66, with platinum extending a surge to above $1,980.
  • India’s silver hit a fresh peak of Rs 2,07,600/kg in Delhi on Thursday before easing to about Rs 2,04,100 on Friday, while Indian gold prices edged lower on Friday and Saturday; Pakistan’s per‑tola gold rebounded to Rs 456,162 on Saturday after a brief dip.
  • The latest U.S. inflation print showed core CPI rising at the slowest pace since early 2021, reinforcing expectations for further Federal Reserve easing after a third consecutive rate cut last week.
  • Analysts cite elevated official‑sector buying and renewed ETF inflows as key supports for gold, while silver’s gains reflect tightening inventories, strong industrial demand and signs of backwardation.
  • Banks see scope for further upside into 2026, with Goldman’s base case at $4,900 and others also raising targets, though traders warn of near‑term volatility and profit‑taking into year‑end.