Updated
Updated · Kitco NEWS · Aug 14
Gold Climbs Above $4,376 as July Retail Sales Fall 0.6% Reinforces Fed Hold
Updated
Updated · Kitco NEWS · Aug 14

Gold Climbs Above $4,376 as July Retail Sales Fall 0.6% Reinforces Fed Hold

3 articles · Updated · Kitco NEWS · Aug 14

Summary

  • Spot gold rose 0.60% to about $4,376.40 an ounce and silver gained 0.66% to $64.740 in early U.S. trading after weak July retail sales boosted expectations of a September Fed pause.
  • July retail sales fell 0.6% versus forecasts for a 0.1% increase, while sales excluding autos slipped 0.3%, adding to this week’s cooler CPI and flat PPI readings.
  • Market pricing now puts the odds of a 25-basis-point September hike at roughly 32% to 33%, down from nearly 50% a week ago, with the 10-year Treasury yield near 4.6% and the dollar index below 100.
  • Oil is limiting bullion’s upside: Brent traded near $88.50 and WTI near $82.80 as attacks on two UAE tankers in the Strait of Hormuz kept inflation and safe-haven risks in focus.
  • That leaves gold pulled in two directions—softer U.S. data support lower-rate expectations, while energy-driven inflation risk could keep Treasury yields from falling much further.

Insights

Can softer U.S. retail sales outweigh oil-shock inflation fears enough to keep the Fed on hold and push gold above $4,448?
Are gold and silver rising on temporary weak data, or is a deeper bull market forming through central-bank buying, ETF inflows, and silver shortages?
Is silver becoming the bigger story than gold as industrial demand, export constraints, and multi-year deficits tighten the market?