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Gold prices extended a rally to hit a two-month high on Monday as a retreating dollar bolstered the precious metal's appeal.

Fundamentals

  • Spot gold rose 0.1% to $1,817.65 per ounce by 0127 GMT, having hit its highest since Sept. 7 earlier in the session.

    • US gold futures rose 0.3% to $1,822.30.
  • The precious metal rose as much as 1.5% on Friday despite a better-than-expected US payrolls report that suggested economic activity was regaining momentum early in the fourth quarter.

  • Kansas City Fed President Esther George said on Friday "there's no question" the US labour market is tight, adding that she would be looking carefully at how wage pressures and inflation expectations unfold as she tries to gauge how close the economy is to the Fed's goal of full employment.

Gold rides Fed wave to weekly gain

  • The dollar index was steady on Monday, but retreated 0.4% from a more than one-year peak hit on Friday, lifting bullion's appeal by decreasing its cost to buyers holding other currencies.

  • The US Congress passed a $1 trillion infrastructure bill to repair the nation's airports, roads and bridges.

  • Bank of Japan (BOJ) policymakers see the need to maintain ultra-easy policy as inflation is rising only modestly and wage growth remains feeble, a summary of opinions from their October meeting showed on Monday.

  • Easy monetary policy to spur economic growth during the COVID-19 pandemic have propelled gold prices to new highs over the last two years, as near-zero interest rates cut the opportunity cost of holding non-yielding bullion.

    • Physical gold demand in large consumer, India, jumped during the festival season last week.
  • Spot silver rose 0.3% to $24.25 per ounce. Platinum gained 0.2% to $1,036.02 and palladium XPD= climbed 0.5% to $2,045.33.

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