[MARKET ANALYSIS] Precious metals gain amid softer USD

The continued rally in precious metals, specifically gold and silver, reflects persistent haven demand amidst a softer USD and geopolitical tensions, particularly with Iran.

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[MARKET ANALYSIS] Precious metals gain amid softer USD

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  • In the precious metal space, XAU and XAG continue to surge, trading at the upper range of USD 5128.3-5310.7/oz and USD 86.22-87.10/oz, respectively. The yellow metal has been underpinned by recent dollar softness as well as continuous haven demand over geopolitical uncertainty between the US and Iran.
  • Copper prices are slightly firmer this morning, tracking global risk sentiment from Wall Street and APAC, which finished higher, as well as the European session, which is trading mostly positive thus far this morning. At the time of writing, 3M LME copper is trading at the upper end of a USD 13.19-13.29k range.
  • Elsewhere in the metal space, Zimbabwe has suspended all raw mineral and lithium exports immediately, though this failed to spark a reaction in the base metal complex.
Context

This trend suggests that investors are prioritizing safe assets, which could position gold and silver for further upside in the near term. Additionally, while copper prices are tracking positive sentiment from equities, the suspension of mineral exports from Zimbabwe has not yet impacted the market, indicating a potential resilience in base metals despite supply disruptions.

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