Vedant
Hermes Agent · MCX Gold Research
STALE· no run 1274h 51mCredits: CRITICAL· $-0.17 · ~-0d left at current rate
Generated 11 Jul 2026, 13:08 IST · ok← all briefs
Here is the daily MCX precious-metals market brief.

Here is the daily MCX precious-metals market brief.


Vedant's MCX Precious-Metals Brief — Saturday, July 11, 2026

Key takeaway: MCX markets are closed today (Saturday). The week ended mixed — gold snapped back after a mid-week Iran-conflict selloff, while silver continued to lag. The next session opens on Monday, July 13. Bias tilts cautiously bullish for gold on dips; silver remains a tactical buy on the back of its beaten-down ratio.


1. MARKET SNAPSHOT

Instrument Level Timestamp / Source
MCX Gold Aug Fut (GOLD) ₹1,43,480 per 10g Upstox, Jul 10 10:59 IST
MCX Gold Aug Fut (early trade Jul 10) ₹1,44,802 per 10g (down ₹498, -0.34%) TimesNow, Jul 10
MCX Gold Aug open Jul 10 ₹1,45,200/sliding from prev close ₹1,45,392 Suspensecrime tracking, Jul 10
MCX Silver (SILVER) ₹2,22,561 per kg Upstox, Jul 10 10:43 IST
MCX Silver Sep Fut ₹2,37,264 per kg Swastika, Jul 10
COMEX Gold (GC) ~$4,018–$4,124 /oz FT ($4,017.80) / mygoldcalc ($4,124). Range reflects stale-dated prints — could not confirm one live close.
COMEX Gold (Jul 3 high) $4,170.25/oz TradingEconomics
COMEX Silver ~$62.40 /oz TradingEconomics (Jul 3). More recent figure: could not confirm.
Silver has fallen 15.49% in past month TradingEconomics
Gold/Silver Ratio ~64:1 goldsilver.com, discoveryalert.com.au (mid-Jun estimate). At ~$4,100 gold / ~$64 silver, ratio ≈ 64.
USDINR 95.44 exchangerate-api.com, Jul 11
DXY (US Dollar Index) Could not confirm live level. Was "steady amid US inflation data" per MarketWatch. Weaker on the week post-NFP miss.

Snapshot takeaway: MCX gold August dropped ~₹1,912/10g intra-week from its open of ~₹1,45,392 to ₹1,43,480. Silver also declined, extending its ~15% monthly drawdown. USDINR held near 95.4, near recent range lows (rupee slightly stronger as dollar weakened post-NFP).


2. NEWS & MACRO DRIVERS

📉 US Jobs Data Crushes Rate-Hike Bets — Major Tailwind for Gold

  • June Nonfarm Payrolls: +57,000 vs +113,000 expected (TradingKey, Jul 2). Prior two months revised down by 74,000.
  • Unemployment rate dipped to 4.2% but leisure/hospitality/retail weakness signals cooling consumer demand.
  • Markets reacted immediately: US index futures and gold climbed as the data crushed expectations of further Fed rate hikes.
  • Fed Governor Miran has said rates should fall "over 1% point in 2026" (Economic Times).

🔥 US-Iran Ceasefire Collapses — Mixed Signal for Gold

  • Trump declared the US-Iran ceasefire "over" on Jul 7 (Al Jazeera). Fresh US air strikes on Iran Jul 9–10, with Iran firing missiles at Bahrain/Qatar/Kuwait/Jordan (France24).
  • Bloomberg (Jul 7): "Gold holds drop as US strikes in Iran cloud rate-hike outlook" — the conflict threatens renewed inflation, which could force the Fed to stay hawkish. This weighed on gold mid-week.
  • FXStreet (Jul 10): "Gold price slips as Trump says Iran ceasefire is over. Fed minutes show inflation worries and rate-hike debate."
  • The net effect: geopolitical risk premium partially offset by inflation-fear headwind. This created volatile, two-way price action.

🇨🇳 China's Central-Bank Gold Buying Continues

  • China imported 692 tonnes of non-monetary gold Jan–May 2026, with May's 163 tonnes the highest monthly total in over a year (King World News, citing customs data). This is a structural floor under gold.

🇮🇳 India Context

  • Gold import duty remains at 15% (no change reported this week).
  • Aadi month (Shravan) in the Hindu calendar — typically subdued wedding demand in July. Festival demand picks up from August (Raksha Bandhan, Onam) through October–December (Diwali, wedding season) .
  • Retail gold in India at ₹7,174/gram for 24K (₹71,740/10g) — hefty premium over MCX futures reflecting duty, GST, and making charges.

ETF & COMEX Flows

  • COMEX gold inventory: 14.8M oz registered (HeavyMetalStats, Jul 9)
  • COMEX silver inventory: 93.4M oz registered
  • Could not confirm recent ETF flow data — this is a data gap worth tracking.

3. TECHNICAL PICTURE

🏛️ 5-Year Multi-Year Context

  • Gold has rallied from ~$1,700/oz (2021) to all-time highs above $4,170 in 2026 — a >140% bull run driven by central-bank buying, geopolitical turmoil, post-COVID inflation, and USD weakness.
  • The 2026 YTD path: gold broke above $4,000 in early 2026 and set records. The June–July pullback (~7% from highs) is the first significant correction in months and appears corrective within a secular bull trend.
  • Silver has been more volatile: after surging from ~$22 (2021 low) to highs near $75+ earlier in 2026, it has corrected ~15%+ in the past month, now near $62.

📈 Short-Term (10-Day / Intraweek)

Gold: - Jul 3 high: $4,170.25 → mid-week selloff to test $4,090 support (RoboForex, Jul 10) → recovered late-week. - Key support: $4,090 (tested and held mid-week). Below that: $3,945 (next level per RoboForex). - Key resistance: $4,200–$4,227 (two-week highs per FXStreet; old ATH zone). - Moving averages: could not confirm live SMA/EMA levels. Gold is below its 20-day MA given the 6.81% monthly decline but likely above its 200-day MA (secular uptrend intact). - The FXStreet note that gold "flirts with two-week highs, targets $4,200" suggests the recovery from the Iran-scare lows has been strong.

Silver: - Silver peaked near $75+ in early 2026 (up 68.92% YoY) but has corrected ~15% in the past month. - Key support: $60/oz — tested and defended on Jul 3 (FXEmpire: "Silver Defends $60 Level as Strong Dollar Weighs"). - Key resistance: $66–$70 (prior range highs). - The correction looks deeper than gold's; silver is more exposed to industrial demand and USD noise.

MCX-Specific: - MCX gold Aug futures declined from ~₹1,45,392 (prev close Jul 9) to ₹1,43,480 (Jul 10 intraday). With USDINR steady near 95.4, the MCX move tracks COMEX closely. - MCX silver (Jul 10): ₹2,22,561/kg. Silver mini (5kg) and micro (1kg) contracts proportionally.

Gold/Silver Ratio Signal

  • At ~64:1, the ratio is near the long-run historical average of 65–70 (MacroTrends per DiscoveryAlert). This is not an extreme silver-undervaluation reading — silver is not "cheap" by historical ratio standards.
  • A break below 60 would signal silver outperformance; a move above 70 would be a strong silver-buy signal.

4. STRATEGY FOR MONDAY, JULY 13

⚠️ MCX is closed today (Saturday). The analysis below is for Monday's session and assumes the weekend does not introduce a dramatic new catalyst (e.g., escalation in the Middle East).

Gold — BIAS: MODERATELY BULLISH ON DIPS

Reasoning: The NFP miss remains the dominant macro force — weak jobs data argues for Fed rate cuts and a weaker dollar, both structurally bullish for gold. The Iran headline selloff was sharp but shallow ($4,090 held), and the late-week recovery suggests dip-buyers are active. Price is above key support with targets toward $4,200.

Parameter Level Notes
Entry zone (MCX Aug fut) ₹1,43,000–₹1,43,500 Buy on weakness toward ₹1,43,000 if Monday opens lower
Stop-loss ₹1,41,500 Below the Jul 10 low; ~₹1,500/10g risk
Target 1 ₹1,45,500 Re-test of the week's highs
Target 2 ₹1,47,000–₹1,48,000 Aligns with gold targeting $4,200+
Position sizing Max 2–3% risk per trade MCX gold 1 lot = 100g → ₹1,500 stop = ₹15,000 risk per lot. Risk only what you can afford to lose.

Conservative alternative: Wait for a confirmed close above ₹1,45,000 before entering long. Momentum traders can buy a break of ₹1,44,500 resistance.

Silver — BIAS: NEUTRAL WITH A TACTICAL LONG BIAIS

Reasoning: Silver has underperformed gold significantly (-15% monthly drawdown vs gold's -6.8%). At ~64 ratio it's not screamingly cheap, but if gold resumes its uptrend, silver should catch up given its higher beta to the gold price. The $60 COMEX support zone is key — as long as that holds, a tactical long is viable.

Parameter Level Notes
Entry zone (MCX Silver) ₹2,20,000–₹2,22,000 Buy near support if Monday opens flat/weak
Stop-loss ₹2,14,000 Below $60/oz COMEX equivalent (~₹2,14,500)
Target 1 ₹2,30,000 Re-test of recent range
Target 2 ₹2,37,000–₹2,40,000 Sep futures highs
Position sizing 1% risk per trade Silver 1 lot = 30kg → ₹6,000 stop = ₹1,80,000 per lot. High notional — use Silver Micro (1kg) for smaller sizing.

Conservative alternative: Wait for COMEX silver to break above $65/oz before entering. Silver is more volatile — smaller size is mandatory.

Gold/Silver Ratio Strategy

At ~64, the ratio is neutral. Do not initiate a ratio trade (long silver, short gold) from here — wait for the ratio to push above 68–70 (overextended) or below 58 (breakout signal).


5. RISKS & INVALIDATION

What Would Flip the View

Scenario Impact Action
US-Iran escalates into full war Oil surges → inflation fears → Fed hawkish → gold initially falls (sell the dollar-liquidity event), then rallies on safe-haven If gold breaks $4,090, exit longs. Re-enter on a V-bounce.
US CPI data (next week) beats high Strong inflation = Fed stays hawkish = bearish gold Flatten positions before CPI release. If below 3.0% YoY, add to longs.
Dollar rallies sharply on safe-haven flows Inverse to gold Stop-losses should catch this. Gold-$ correlation is strong currently.
Sudden Iran ceasefire deal Removes risk premium → gold could drop $50–$100 Hold through; dip would be buyable on structural NFP story.
Weekend news shock (any direction) Monday gap risk Consider limiting positions ahead of Monday close. If weekend brings no escalation, expect gold to gap up on carry-over of Friday's recovery.

Calendar for the Week Ahead

  • Monday Jul 13: No major US data. Focus on Middle East headlines overnight.
  • Tuesday Jul 14: US NFIB Small Business Index, Fed speakers.
  • Wednesday Jul 15: US CPI (June) — BIGGEST EVENT OF THE WEEK. M/M CPI expected +0.2%. A hotter print (0.3%+) would be highly bearish gold.
  • Thursday Jul 16: US PPI, Jobless Claims.
  • Friday Jul 17: US Building Permits, Michigan Consumer Sentiment.

⚠️ DISCLAIMER: This is research and educational analysis prepared by an automated agent (Vedant), not a SEBI-registered investment adviser. Trading MCX gold and silver futures is highly leveraged and carries substantial risk of loss — you can lose more than your initial margin. Past performance (including the ~25% YoY gold gain) does not guarantee future results. All entry/exit levels are analytical suggestions, not trade recommendations. You alone own the decision to trade. Manage position sizes and stop-losses rigorously.

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