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Gold, Silver Hold Near Records as Cooling US Inflation Fuels Rate‑Cut Bets

Heavy official purchases alongside ETF inflows have tightened supply, supporting the surge.

Overview

  • Spot gold hovered near $4,330 an ounce and silver around $65–66, staying close to record levels after US core CPI rose at its slowest pace since early 2021.
  • Silver’s rally has topped 120% this year, with Delhi hitting a lifetime high near Rs 2.07 lakh/kg on Thursday before prices pulled back to about Rs 2.04 lakh on Friday.
  • Goldman Sachs now projects gold at $4,900 per ounce by December 2026, pointing to structurally high central‑bank demand and expected support from Federal Reserve cuts.
  • In Pakistan, gold climbed to Rs455,762 per tola on Thursday before easing Friday, while silver reached Rs6,900 per tola as local markets tracked global strength.
  • The State Bank of Pakistan injected roughly Rs12.35 trillion through open market operations following a policy rate cut to ease short‑term liquidity as bullion stayed elevated.