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Gold falls to over 2-month low on rising yields, dollar - CNBC

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Gold bars being cast at a plant by Gulidov Krasnoyarsk Non-Ferrous Metals Plant in Russia.
Kirill Kukhmar | TASS | Getty Images

Gold extended its slide to a fifth session, dipping to an over two-month low on Wednesday as bets for an economic recovery boosted the dollar and benchmark Treasury yields.

Investors also awaited policy cues from the minutes of the U.S. Federal Reserve's January meeting.
Spot gold fell 0.9% to $1,778.61 per ounce, having hit its lowest since Nov. 30 at $1,773.32 earlier. U.S. gold futures fell 1.3% to $1,776.40.

"The U.S. economy is expected to slowly recover," said David Meger, director of metals trading at High Ridge Futures.

Optimism over the pandemic and 'herd immunity', is being shown in a slightly firm dollar and in the 10-year yields, which rose to their highest since February 2020, Meger added.

Growing optimism for a $1.9 trillion U.S. stimulus plan and rising inflation expectations supported benchmark Treasury yields , which in turn pushed the dollar to a more than one-week peak. Breakeven inflation , a measure of expected inflation, is at its highest since August 2014 at 2.2%.

While gold is considered an inflation hedge likely spurred by widespread stimulus, higher yields have challenged that status since they increase the opportunity cost of holding non-yielding gold. But gold could come back into favour once other currencies start to outperform the U.S. dollar later this year, said OANDA analyst Craig Erlam.

Meanwhile, the minutes of the Fed's end-January monetary policy meeting are due at 1900 GMT.
The Fed has been consistent in stating it will continue to be accommodative, but "I don't think we are going to see anything in the statement that we don't already know," High Ridge's Meger said.

Auto-catalyst platinum fell 1.8% to $1,239.20 an ounce, well below Tuesday's high of $1,336.50, a peak since September 2014.

Palladium declined 0.6% to $2,369.00, while silver eased 0.7% to $27.03.

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Gold falls to over 2-month low on rising yields, dollar - CNBC
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