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On this day — November 18, 2023

Saturday — the international gold market is closed. Most retail jewellery markets, especially in Asia and the Middle East, see peak Saturday foot-traffic and physical trade activity.

Day 322 of 365 · Q4 2023 · 88.2% through the year

November 2023 gold market: Rate-cut hopes power a year-end run

Bullish

Falling yields and 2024 rate-cut bets fuelled a strong run.

Gold held firm near $2,000 in November and pushed higher as falling Treasury yields, a softer dollar, and growing conviction that the Fed was done hiking revived rate-cut expectations for 2024. Cooling inflation data sealed the dovish shift.

What drove gold in November 2023

  • falling Treasury yields
  • softer US dollar
  • cooling inflation data
  • building 2024 rate-cut expectations
Themes#Fed pivot hopes#falling yields#disinflation

Key events in November 2023

  1. Nov 14Cooler US CPI cements peak-Fed bets; gold strengthens

What happened next

Momentum carried gold to a record intraday high in early December.

For gold buyers

November confirmed the trend turn — with the Fed seen as done, gold's path of least resistance was higher.