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Gold Jumps Above $4,100 as Shutdown Progress and Weak Data Stoke Rate-Cut Bets

Investors await this week's US inflation reading to gauge whether the corrective, range-bound phase will give way to a new trend.

Overview

  • Spot bullion surged 1–2% to a two-week high between $4,080 and $4,105 on Monday and held near $4,140 by Tuesday, with futures also stronger.
  • Senate steps toward reopening the US government and softer jobs and sentiment data boosted safe-haven demand and lifted December cut odds to about 67%, according to CME FedWatch.
  • Indian benchmarks climbed, with MCX December futures rising to roughly Rs 1.23–1.25 lakh per 10 grams and city spot quotes near Rs 1.24–1.25 lakh.
  • Pakistan’s domestic market tracked the global rally, lifting gold by Rs 7,400 to Rs 429,862 per tola as international spot traded around $4,090–$4,105.
  • Analysts cite ongoing central-bank purchases above 600 tonnes this year and recent ETF inflows as supports, but they expect consolidation until US CPI and China data provide clearer direction.