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Gold’s Record Run Stalls With First Weekly Loss as Focus Shifts to the Fed

A softer September CPI reading helped steady prices and reinforced expectations for near‑term Fed easing.

Overview

  • Spot gold closed near $4,113 after setting an intraday record above $4,381 earlier in the week, ending a roughly nine‑ to ten‑week winning streak with a loss of about 3%.
  • Prices tumbled about 6% in a single session, the biggest one‑day fall since 2013, alongside sizable outflows from gold‑backed ETFs.
  • Signs of easing USChina trade tensions and plans for a TrumpXi meeting reduced haven demand ahead of key policy decisions.
  • Friday’s cooler‑than‑expected September CPI revived rate‑cut bets and helped keep bullion holding above the $4,100 area as markets await the FOMC decision.
  • Banks and analysts maintain a longer‑term bullish view anchored in central‑bank buying and debt concerns, while dealers reported brisk dip‑buying in retail markets and local price rebounds such as in Pakistan.