Metals Stocks: Gold Extends Rise, As Yellow Metals Monster Rally Persists

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Markets/commodities reporter

Gold futures rose on Friday, adding to a push toward fresh six-year highs, amid a backdrop of lower interest rates and monetary-policy easing that bulls deem ideal for the metal to rally.

August gold trading GCQ19, +0.06%  was gaining $13.60, or 1%, to $1,441.70 an ounce, after touching an intraday high of $1,454.40. Thursday’s settlement at $1,428.10 was the loftiest for a most-active contract since May 13, 2013, according to Dow Jones Market Data.

The commodity was on track for a weekly gain of 2.1% based on its July 12 close, which would represent its sharpest advance since the week ended June 21, FactSet data show.

Comments from New York Fed President John Williams, which have since been moderated by a Fed spokesman, were interpreted as endorsing an aggressive interest-rate cut at the Federal Reserve’s policy meeting later this month and sent bond yields and the dollar lower. Both of those market conditions are seen as supportive for gold gains.

On Friday, the U.S. dollar DXY, +0.37% was gaining 0.2% at 97.028 on Friday, while the 10-year Treasury note TMUBMUSD10Y, +0.93% was yielding 2.045%.

“Markets took this as a signal that the Fed will act with force in July and deliver easing that is over and above what is expected, sending the implied probability for a 50 [basis point] cut soaring,” wrote Marios Hadjikyriacos, investment analyst at brokerage XM.com in a Friday note.

“Accordingly, the dollar fell with US bond yields, as stocks and gold roared higher. Yet, in what seemed like an exercise in damage control, the New York Fed quickly came out to clarify that Williams’ speech was not a signal about July, but an ‘academic’ view instead,”

Still, expectations for a decisive cut to rates was still seen as a strong possibility by markets.

Commodity experts and investors also have pointed to some $13 trillion dollars in sovereign debt that have negative yields, meaning lenders parking money receive less than their original investment, have helped to burnish gold’s appeal as a haven.

Meanwhile, increasing tension in the Middle East have added to the bullish theme for precious metals. On Thursday, news of the U.S. Navy shooting down an Iranian drone always added fuel to gold’s price moves; however, Iran has since denied that its drone was shot down.

Analysts at currency brokerage firm FxPro says that bids for gold have been raised to around $1,450 but the metal has met some resistance at this level in recent trade.

Gold’s sister metal, silver saw its September contract SIU19, -0.17%  climb by 34.7 cents, or 2.1%, to $16.545 an ounce after finishing at its highest since June 29, 2018 in the prior session. The metal is on track for a weekly gain of 8.6% based on last week’s settlement, which would represent the biggest weekly gain since a 10.1% weekly surge at the period ended July 1, 2016, according to FactSet data.

Read: Silver rallies to its highest in over a year, plays ‘catch up’ to gold’s gains

Among other metals, September copper HGU19, +1.48%  traded at $2.782 a pound, up 7.2 cents, or 2.7%, for the session, trading 3.3% higher on the week. October platinum PLV19, +0.08%  rose $11.10, or 1.3%, to $860.60 an ounce, poised for a weekly rise of 3%, while September PAU19, -0.79%  tacked on $6.90, or 0.5%, to $1,518.80 an ounce, set to pare its weekly loss to 1.5%.

Read: Platinum is a bargain hidden behind the rally in palladium and gold

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