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On this day — January 17, 2021

Sunday — the international gold market is closed. Spot quotes carry forward from the prior Friday close. Retail rates in jewellery markets may differ slightly based on local Sunday hours.

Day 17 of 365 · Q1 2021 · 4.7% through the year

January 2021 gold market: Reflation trade pressures gold

Bearish

Recovery optimism and rising yields pressured gold.

Gold eased from around $1,950 toward $1,850 early in 2021 as rising bond yields and optimism about vaccines and stimulus fuelled a 'reflation' rotation into cyclical assets and away from safe havens.

What drove gold in January 2021

  • rising US Treasury yields
  • vaccine-rollout optimism
  • rotation into cyclical assets
  • stronger US dollar
Themes#reflation#rising yields#risk-on rotation

Key events in January 2021

  1. Jan 6Yields jump after Georgia Senate runoffs; gold slips

What happened next

Rising yields kept pressuring gold to a March low near $1,680.

For gold buyers

2021 opened as a mirror image of 2020 — recovery optimism and rising yields did to gold what crisis and falling yields had done for it.