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On this day — September 1, 2022

Thursday — a normal trading day. Weekly US initial jobless claims publish at 8:30 AM ET on Thursdays, occasionally producing intraday gold movement.

Day 244 of 365 · Q3 2022 · 66.8% through the year

September 2022 gold market: Multi-year lows as the dollar peaks

Bearish

The year's low, driven by a 20-year-high dollar.

Gold sank to its 2022 low around $1,620 in September as the US Dollar Index climbed above 114 — a 20-year high — and the Fed hiked 75 points for a third straight meeting. Dollar strength, not gold weakness, did most of the damage.

What drove gold in September 2022

  • third straight +75bp Fed hike
  • US Dollar Index above 114 (20-year high)
  • global currency stress
  • UK gilt crisis spillover
Themes#US dollar strength#Fed policy#currency stress

Key events in September 2022

  1. Sep 21Fed hikes 75bp again; gold heads to ~$1,620
  2. Sep 28Dollar peaks near 114 as UK bond market wobbles

What happened next

As the dollar peaked, gold staged a powerful rebound from November onward.

For gold buyers

September was gold's 2022 bottom in dollars — a reminder that a soaring dollar can mask gold's resilience in almost every other currency.

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