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Gold rose on Monday, hovering just below last week's 13-month high as global shares dipped, while a fall in average US earnings lessened expectations the Federal Reserve could raise interest rates at its next policy meeting. Although Friday's US data showed 242,000 jobs were created last month, assuaging fears the US economy could be headed into recession, a fall in average earnings could mean the Fed will be in no hurry to raise rates.
A low interest rate environment encourages investors to put money into non-interest bearing assets such as gold. "So far the rally in gold has been based on the re-pricing of a Fed rate hike (which) the market expects to be delayed for some time, in contrast to the view at the beginning of the year that the Fed could hike again as soon as March," Danske Bank senior analyst Jens Pedersen said.
Spot gold was up 0.7 percent at $1,268.20 an ounce by 1503 GMT. The metal peaked at $1,279.60 on Friday, its strongest since February 3, 2015, before slipping on US data. US gold for April delivery was down 0.2 percent at$1,268.90. The Fed, which is scheduled to meet on March 15-16, raised US interest rates for the first time in nearly a decade in December amid signs of strength in the world's top economy.
Gold shrugged off a stronger dollar, up 0.3 percent against a basket of leading currencies, mostly due to euro weakness ahead of a European Central Bank meeting on Thursday, widely expected to ease monetary policy further to help shore up still shaky euro zone growth. "Today the dollar is higher and so is gold, which points to solid underlying physical demand if gold is able to shrug off a stronger dollar," Julius Baer analyst Carsten Menk said.
Flows into bullion-backed exchange-traded funds (ETFs) dropped slightly on Friday but remained at multi-year highs, with assets in SPDR Gold Trust, the world's top gold ETF, at 793.1 tonnes, the highest since September 2014. Hedge funds and money managers reduced their bullish bets in COMEX gold in the week to March 1 for the first time since switching to a net long stance in mid-January, US Commodity Futures Trading Commission data showed on Friday.
Platinum surpassed the $1,000 an ounce mark for the first time in more than four months, up 2.5 percent at $1,008.64 an ounce. The metal's discount to gold has dropped back to $266, compared with Friday's record high above $320. Spot silver rose 1 percent to 15.65 an ounce and palladium gained 2.6 percent to $572.57.

Copyright Reuters, 2016

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