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On this day — February 13, 2024

Chinese New Year: Chinese gold demand surges in the lead-up to Lunar New Year as families exchange gold pendants, rings and bars. Year-on-year, China's January–February gold imports run 30–50 percent above other months.

Tuesday — a normal trading day. Tuesday is also when the CFTC publishes Commitments of Traders data for the prior week, often producing intraday movement.

Day 44 of 366 · Q1 2024 · 12.0% through the year

February 2024 gold market: Consolidation as hot data delays cuts

Range-bound

A tight range as hot inflation delayed rate-cut bets.

Gold held in a tight range around $2,030 in February 2024, dipping toward $1,990 after a hotter-than-expected US inflation report pushed back expectations for Fed rate cuts. Steady central-bank and Asian demand kept the pullbacks shallow.

What drove gold in February 2024

  • hotter US inflation print
  • rate-cut expectations pushed back
  • steady central-bank demand
  • firm dollar
Themes#Fed policy#inflation#consolidation

Key events in February 2024

  1. Feb 13Hot US CPI dips gold toward $1,990 before it recovers

What happened next

The coiled range resolved explosively in March with a breakout to record highs.

For gold buyers

February's quiet consolidation was the calm before March's historic breakout — accumulation paid off.