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Gold Rebounds on Softer Dollar as Rate-Cut Bets Firm, Still 8% Below October Peak

Analysts point to record third‑quarter investment demand and ongoing central‑bank purchases as support, with $3,850 viewed as a pivotal level for the next move.

Overview

  • Spot gold rose to $3,994.03 per ounce and December futures to $4,004.40, though prices are still set for a modest weekly loss.
  • Weaker U.S. private‑sector jobs readings pressured the dollar and strengthened expectations for further Federal Reserve easing.
  • Prices remain about 8% below the October 20 record of $4,381.21 after a roughly $360 pullback that many strategists describe as a short‑term correction.
  • Saxo Bank’s Ole Hansen highlights $3,850 as a key line in the sand, with a hold above it seen as resuming the uptrend and a break risking a brief dip toward $3,800.
  • Q3 global demand reached a reported 1,313 tonnes with a large investment component, and major banks including UBS, Morgan Stanley and Goldman Sachs project $4,500–$4,900 in 2025–2026, while markets also watch the Bank of England, which was widely expected to hold rates with some seeing a chance of a surprise cut.