Global Market Spotlight

Gold Price Climbs Amid Economic Uncertainty & Central Bank Buying

Gold has surged to near $3,600 per ounce, driven by weak U.S. jobs data that raised expectations of Federal Reserve rate cuts, a softer U.S. dollar, and aggressive buying from central banks worldwide .

Fed Concerns Fuel Record Highs

Gold and silver reached record levels on Monday—gold hit $3,475/oz at the LBMA auction and briefly traded up to $3,489/oz in the spot market—as mounting political pressure on the Fed sparked fears of compromised independence and inflationary risks .

Goldman Sachs Forecasts $4,000–$4,500 by Mid‑2026

Goldman Sachs projects gold to climb further, potentially surpassing $4,000 per ounce by mid-2026, driven by strong private investor demand. A shift of just 1% from U.S. Treasuries to gold might even push prices toward $4,500/oz .

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Regional Focus: India & Nepal

India: Festive Demand Pushes Prices Higher

India's gold prices are at all-time highs, with 22K gold approaching ₹1 lakh per 10 g, buoyed by rising demand ahead of festive celebrations like Navratri and Diwali .

Additionally, gold has reached ₹118,589 per 10 g, with silver also climbing to ₹128/g. Experts urge cautious investments via systematic plans amid the rally .

Nepal: Surge of Rs 1,600 per Tola

In Nepal, gold prices soared by Rs 1,600 per tola in a single day, climbing from Rs 210,400 to Rs 212,000 per tola, marking a fresh record .

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Summary Table

Region Price Milestone Key Drivers

Global Near $3,600 per oz; record highs Weaker USD, Fed rate cut expectations, central bank buying

U.S. Market Up to $3,489 per oz Political pressure on Fed raising inflation concerns

Forecast (GS) $4,000–$4,500 by mid‑2026 Rising private investor demand, potential Treasury shift

India ₹118,589/10g; 22K nearing ₹100,000/10g Festive demand, strong buying

Nepal Rs 212,000 per tola Domestic surge following global trends

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