Vedant
Hermes Agent · MCX Gold Research
STALE· no run 1274h 51mCredits: CRITICAL· $-0.17 · ~-0d left at current rate
Generated 07 Jul 2026, 13:06 IST · ok← all briefs
Bias: BULLISH on dips (medium-term); NEUTRAL intraday

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Vedant's Daily MCX Precious-Metals Market Brief

Tuesday, 7 July 2026


1. MARKET SNAPSHOT

Instrument Level Change Source / Timestamp
COMEX Gold (spot) $4,129.10/oz ▼ 0.86% Trading Economics, Jul 7
COMEX Gold (Jul 6 close) $4,205.50/oz +2% day prior BingX, Jul 6
MCX Gold (Aug futures) ₹1,46,915/10g (prior settle) ▼ -₹945 from Jul 3 ET Now, Jul 6
MCX Gold intraday low (Jul 7) ₹1,45,767/10g ▼ -₹1,150 from prior GoodReturns, Jul 7
COMEX Silver (spot) ~$61.96/oz slipped below $62 Trading Economics, Jul 7
COMEX Silver (Jul 6) $62.965/oz +3.11% BingX, Jul 6
MCX Silver (Sep futures) ₹2,37,494/kg (Jul 3 close) DIPAM Market Monitor, Jul 3
MCX Silver spot (India) ₹2,32,928/kg ▼ -₹2,476 (-1.06%) GoldPriceIndia, Jul 7
Silver spot (Mumbai 999) ₹235.95/g = ₹2,35,953/kg HMATrading, Jul 7
Gold/Silver Ratio (intl) 66.6 Calc: $4,129 / $61.96
Gold/Silver Ratio (MCX) ~63.1 Calc: ₹14,691/g ÷ ₹233/g
USD/INR ~95.25 myfin.us, Jul 7
DXY (Dollar Index) 100.908 ▲ 0.03% today Trading Economics, Jul 7

All figures sourced as labelled. MCX futures not actively trading at time of writing (early session).


2. NEWS & MACRO DRIVERS

Gold Falls After Two-Week High, Profit-Booking Sets In Gold declined on July 7 after hitting its highest level since June 23 in Monday's session. Spot gold was trading 0.3% lower early morning. MCX gold futures plunged at least ₹1,150 to hit an intraday low of ₹1,45,767/10g. (Source: ET Now, GoodReturns)

Weak US Jobs Data Was the Catalyst — FOMC Minutes Are Next The June US non-farm payrolls report came in at just 57,000 — barely half the ~110K Wall Street consensus — crushing Fed rate-hike expectations on July 2. This propelled gold 2% higher to $4,205 on Monday. However, profit-taking has since emerged as traders square positions ahead of the Fed's June FOMC meeting minutes release. (Sources: CNBC, BullionVault, Reuters)

Rate Hike Odds Still >55% — Fed Tone Is Key Despite the soft jobs data, the CME FedWatch Tool shows markets pricing a >55% probability of a rate hike next month. The FOMC minutes due this week are the marquee event — any hawkish language could reverse the post-NFP gains. (Source: ET Now)

Dollar Weakness Continues to Provide a Floor The DXY is trading near 100.90, down over 0.1% for the week so far. A weaker dollar supports gold by making the metal cheaper for non-USD buyers. (Source: ET Now, Trading Economics)

Central Bank vs ETF Divergence Over 298 tonnes of gold held in ETFs are "underwater" (purchased at higher prices), with outflows continuing through mid-2026. However, central banks — particularly in China, India, and emerging markets — remain net buyers, creating a structural bid that partially offsets Western ETF liquidation. (Sources: World Gold Council, GoldSilver.com)

India Demand: Muted in July Lull Indian gold demand has diminished as prices rebounded. July sits between the Akshaya Tritiya (May) and Dhanteras/Diwali (November) wedding/festival demand peaks. China buying has improved at lower levels. (Source: Reuters, Jul 3)


3. TECHNICAL PICTURE

Multi-Year Trend Backdrop (~5 Years)

Gold is in a secular bull market — a series of higher highs and higher lows since the 2020 breakout above $2,075: - 2020: All-time high at $2,075/oz (COVID-era stimulus) - 2021–22: Consolidation $1,700–$2,070 - 2023–24: Breakout to new highs, crossed $2,400 → $2,700 - 2025: Crossed $3,000 for the first time, rallied to $3,500+ - 2026 YTD: Peaked above $4,400, corrected back to $4,000–$4,200 zone - YoY: Gold is +25% vs a year ago; silver is +68.6% YoY (Trading Economics)

Silver has been more volatile: from ~$30 in 2020 → low $20s in 2022 → surged to $62+ in 2026. Over the past month, silver has corrected 15.6% compared to gold's 3.6–6.8% drawdown — reflecting silver's higher beta and industrial-demand sensitivity.

Short-Term Picture (10-Day / Intraday)

Gold (COMEX): - Monday July 6 high: $4,205.50 (2-week high) - Tuesday July 7: correcting to $4,129.10 (▼ 1.8% from the high) - This is a natural profit-taking pullback within an uptrend, not a reversal - Key support: $4,100 (round number / June swing lows) → $4,000 (psychological) - Resistance: $4,205 (Monday high) → $4,250 (June breakdown level)

Gold (MCX): - Jul 3 close: ₹1,47,860 → Jul 6 settle: ₹1,46,915 → Jul 7 intraday low: ₹1,45,767 - Support: ₹1,45,500–1,45,767 (today's low zone) → ₹1,44,000 (foundational support per analysts) - Resistance: ₹1,47,000₹1,47,860 (July 3 close) → ₹1,49,000+

Silver (COMEX): - Monday hit $62.965 → Tuesday slipped below $62 to ~$61.96 - Support: $61.50 (recent swing low) → $60.00 (psychological) - Resistance: $62.50–$63.00 zone → $65.00

Silver (MCX): - July 3 Sep futures: ₹2,37,494 → spot today: ₹2,32,928 (▼ 1.9%) - Support: ₹2,30,000–2,32,000₹2,25,000 - Resistance: ₹2,35,000₹2,37,500₹2,40,000


4. STRATEGY FOR TODAY

GOLD (MCX Aug Futures)

Bias: BULLISH on dips (medium-term); NEUTRAL intraday

Parameter Level Rationale
Entry zone ₹1,45,500–1,45,800 Today's intraday low tested this zone; good risk/reward entry near support
Stop-loss ₹1,44,800 (-₹700 from entry) Below ₹1,45,500 support; a break below ₹1,44,000 invalidates the bull view
Target 1 ₹1,47,000 Near-term resistance from prior close zone
Target 2 ₹1,47,860 July 3 close — a recovery back to this level
Target 3 ₹1,49,000+ If FOMC minutes are dovish and gold rallies

Reasoning: - The pullback from $4,205 to $4,129 is natural profit-booking in an otherwise intact uptrend - Fundamental support remains: weak dollar (~100.9 DXY), geopolitics, central-bank buying - The NFP miss was significant (57K vs 110K) — the post-data rally was logical; the current dip is buyable - Risk management is key: position for the FOMC minutes catalyst. Use half-size positions.

SILVER (MCX Sep Futures)

Bias: CAUTIOUSLY BULLISH on dips (higher risk/reward entry)

Parameter Level Rationale
Entry zone ₹2,32,000–2,33,000 Near spot levels; Sep futures likely ~₹2,33,000–2,35,000
Stop-loss ₹2,28,000 (-₹4K–5K from entry) Below ₹2,30,000 support area
Target 1 ₹2,37,500 Jul 3 close — recovery target
Target 2 ₹2,40,000 Psychological resistance

Reasoning: - Silver has corrected more aggressively (-15.6% in a month) than gold (-3.6% to -6.8%) - The gold/silver ratio at 66.6 (intl) or 63.1 (MCX) suggests silver is relatively cheap vs gold — historical mean is ~70–80, but after sharp corrections, mean reversion toward 60–65 often follows - However, silver's industrial demand component adds downside risk if global growth fears persist - Therefore: smaller position size than gold, wider stop, and look for a bounce confirmation before entering

Position-Sizing / Risk Framework

Parameter Recommendation
Max risk per trade 1% of trading capital
Position size 50% of normal (FOMC event risk this week)
Gold lot size (MCX) 1 lot = 10g. Margin ~₹25,000–30,000. A ₹700 stop = ₹7,000 risk per lot
Silver lot size (MCX Micro) 1 lot = 1kg. A ₹4,000 stop = ₹4,000 risk per lot
Holding period Intraday to 2–3 days; avoid holding through FOMC release unless positioned for it

5. RISKS & INVALIDATION

What would flip the view:

Risk Factor Impact Marker to Watch
Hawkish FOMC minutes Gold could break below $4,000 / ₹1,44,000 Watch for language on "more hikes needed"
DXY rebound A bounce above 101.5 would pressure gold DXY resistance at 101.4–101.8 (Jul 2 high)
US CPI print (if this week) Higher inflation → more hawkish Fed → gold down Scheduled timing uncertain; check calendar
Silver industrial demand shock Silver underperforms gold, ratio widens Watch copper and PMI data
ETF liquidation acceleration Additional supply overhang Monitor weekly WGC ETF flow data

Invalidation triggers: - Gold: Weekly close below $4,000 (COMEX) or ₹1,44,000 (MCX) turns the bias bearish - Silver: A close below $60 (COMEX) or ₹2,25,000 (MCX) signals deeper correction

Key events on the calendar today/this week: - US Fed FOMC minutes (June) — the dominant catalyst this week - Potential US CPI data release timing unknown - Continuing geopolitical headlines - USD/INR moves impacting MCX premiums


⸻ DISCLAIMER ⸻ This brief is research and education only, not SEBI-registered investment advice. MCX commodity trading involves significant leverage and is high-risk — you can lose more than your initial margin. Past performance and technical patterns do not guarantee future results. Position sizes, entry/exit levels, and stop-losses are analytical suggestions, not trade recommendations. You alone own the trading decision. Never trade money you cannot afford to lose. Consult a SEBI-registered advisor for personalised advice.

Generated 10 Sep 2026, 23:52 IST · vedant.lodha.cloud