Updated
Updated · CNBC · Sep 28
Gold Falls 3.3% Below $4,177 as Bond Yields Hit Non-Yielding Metals
Updated
Updated · CNBC · Sep 28

Gold Falls 3.3% Below $4,177 as Bond Yields Hit Non-Yielding Metals

3 articles · Updated · CNBC · Sep 28

Summary

  • $4,176.80 gold futures and $4,145.88 spot gold both dropped more than 3% Monday, while silver futures sank 5.1% to $61.52 as selling hit precious metals early.
  • Rising global bond yields weakened demand for non-interest-bearing assets, with investors also reassessing inflation risks and the chance of further Federal Reserve rate hikes.
  • Mining shares followed bullion lower in premarket trading: Sibanye Stillwater fell 7.92%, Harmony Gold lost 7.49%, and Newmont slipped 4.72%; silver miners Silvercorp, Endeavour and Hecla also declined.
  • American Hartford Gold's Max Baecker said lower inflation from rate hikes could keep pressuring gold, though persistent inflation or economic stress could preserve its role as a portfolio diversifier.
  • Longer term, central-bank buying remains a counterweight to rate pressure after official purchases reached a record 289 metric tons in the second quarter.

Insights

Could the very rate hikes crushing gold today trigger a debt crisis that sends precious metals soaring tomorrow?
Why are central banks quietly hoarding gold while retail investors panic-sell over rising bond yields?
Will hidden industry mega-deals save mining stocks from the brutal sell-off driven by surging Treasury yields?