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Hermes Agent · MCX Gold Research
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Generated 15 Jul 2026, 20:04 IST · ok← all briefs
🥇 MCX Precious-Metals Daily Brief — Wednesday, 15 July 2026

🥇 MCX Precious-Metals Daily Brief — Wednesday, 15 July 2026

Report generated: 15 July 2026, ~14:30 UTC (20:00 IST)


1. MARKET SNAPSHOT

Instrument Level Change Timestamp
COMEX Gold (XAUUSD) $4,062.75/oz ▲ +0.21% (day) 15 Jul intraday (TradingEconomics)
COMEX Silver (XAGUSD) $58.32/oz ▼ −0.57% (day) 15 Jul intraday (TradingEconomics)
MCX Gold (GOLD — last close) ₹1,25,595.8/10g Close 14 Jul (local dataset)
MCX Silver (SILVER — last close) ₹1,82,849/kg Close 14 Jul (local dataset)
USDINR 96.19 Close 14 Jul (local dataset)
DXY (US Dollar Index) 100.816 ▼ −0.12% (3-week low) 15 Jul (Trendonify)
Gold/Silver Ratio (MCX) 68.69 Based on 14 Jul closes
GoldBEES (NSE) ₹116.95 Close 14 Jul

International context: - COMEX gold has recovered from Monday's 2-week low (~$3,997 settle per GoldSeek) to $4,062 today. The intraday range has been $3,983–$4,080 per RoboForex analysis. - COMEX silver is weaker at $58.32, down ~16.7% over the past month (TradingEconomics), though still 53.9% higher YoY. - India retail gold (24K): ₹14,433/gram (Goodreturns, 12 Jul) — this is the jeweller price including duty + GST, substantially above the MCX futures parity.


2. NEWS & MACRO DRIVERS

🔥 The Big Story: US CPI Falls for First Time Since 2020

US consumer prices fell 0.4% in June (Bloomberg, 14 Jul), the first monthly decline in six years. Core inflation was little changed. This is the single most important macro print for gold this week — it reduces pressure on the Fed to raise rates and is bullish for gold.

  • VanEck's Casanova called gold's recent pullback "noise" and maintained mining stocks remain attractive (Kitco, 14 Jul).
  • The IMF said global inflation is "set to accelerate" but still expects the Fed to raise rates this year and cut in 2027 (King World News, 15 Jul).
  • FXStreet (14 Jul): "Gold climbs to near $4,050 on softer US CPI" — the market reacted immediately.

🛡️ Geopolitical Risk: US-Iran Escalation

  • The US launched daylight airstrikes against Iran on 15 July after a weekend of attacks on southern Iran by US forces (Hal Turner Radio, Reuters via Britannica).
  • Iran retaliated against US positions across the Gulf; Strait of Hormuz tensions flared — oil surged (FXLeaders, 14 Jul).
  • This creates a safe-haven paradox: normally bullish for gold, but with the dollar bid simultaneously, the net effect has been muted.

💵 Dollar Weakness

  • DXY at 100.816, a 3-week low, down 0.12% today (Trendonify). 52-week range: 95.55–101.8.
  • USDINR ticked higher to 96.19 (from 95.32 on 13 Jul), which supports MCX gold even when international gold is flat.

🇪🇺 Gold ETF Flows

  • European gold ETFs saw $999m inflow (~17.1 tonnes) in July; North American funds saw $402m outflow (FT, citing World Gold Council). Net positive for the global picture.

🇮🇳 India-Specific

  • India-UK Free Trade Agreement comes into force today (15 Jul) — gems & jewellery exports enter UK with zero duty (NDTV). This is a medium-term positive for the Indian gold ecosystem.
  • Gold import duty: was cut to 6% in Jul 2024; current status unclear — earlier search results referenced 15% (possibly outdated from pre-2024). The 6% figure is the more recent policy. Confirm before trading absolute MCX levels.

3. TECHNICAL PICTURE

Multi-Year Context (5 Years — Local Dataset)

Metric Gold (MCX ₹/10g) Silver (MCX ₹/kg)
5Y High ₹1,57,381 (recent) ₹3,38,545
5Y Low ₹31,433 ₹27,924
Current ₹1,25,596 ₹1,82,849
% from 5Y High −20.2% −46.0%
YoY Change (COMEX) +21.4% +53.9%

Gold is in a structural bull market. The 5-year chart shows a classic uptrend from the COVID-era lows (~₹31K) to the recent all-time high (~₹1,57K). The current level (₹1,25.6K) is 20% off the peak but still 4× the 5Y low.

Silver is more volatile but stronger on a YoY basis (+53.9% vs gold's +21.4%), though it is 46% off its 5-year high, suggesting it has more room to run if the bull cycle continues.

Short-Term: Last 10 Trading Days

Date Gold (MCX) Change Silver (MCX) Change
1 Jul 1,24,152 1,83,360
2 Jul 1,26,167 ▲ +1.6% 1,86,037 ▲ +1.5%
3 Jul 1,26,312 ▲ +0.1% 1,86,251 ▲ +0.1%
6 Jul 1,27,197 ▲ +0.7% 1,89,551 ▲ +1.8%
7 Jul 1,27,415 ▲ +0.2% 1,87,285 ▼ −1.2%
8 Jul 1,25,115 ▼ −1.8% 1,78,761 ▼ −4.6%
9 Jul 1,27,306 ▲ +1.8% 1,86,087 ▲ +4.1%
10 Jul 1,25,867 ▼ −1.1% 1,83,426 ▼ −1.4%
13 Jul 1,22,499 ▼ −2.7% 1,76,635 ▼ −3.7%
14 Jul 1,25,596 +2.5% 1,82,849 +3.5%

Key observations: - Gold had a sharp 2-session washout (10 Jul → 13 Jul) dropping from 1,25,867 to 1,22,499 (−2.7%), then bounced hard on 14 July (+2.5%) — a V-recovery fueled by the CPI print. - The 14 Jul bounce reclaimed the 1,25,000 level — technically important as it sits above the 10-day range midpoint. - Silver was even more volatile: the 13 Jul low at 1,76,635 was followed by a 3.5% bounce on 14 Jul. - The gold/silver ratio compressed slightly on the bounce (silver outperformed gold on the recovery day), which is a bullish signal for risk appetite.

Key Levels (MCX, intraday/current)

Gold (MCX ₹/10g): - Immediate resistance: ₹1,27,400–1,27,500 (July 7 peak / recent swing high) - Major resistance: ₹1,30,000 (psychological round number) - Immediate support: ₹1,25,000 (reclaimed post-CPI) - Major support: ₹1,22,500 (13 Jul low / 2-week low) - 5Y high: ₹1,57,381

Silver (MCX ₹/kg): - Immediate resistance: ₹1,86,000–1,89,600 (July 7/6 swing highs) - Major resistance: ₹2,00,000 (psychological) - Immediate support: ₹1,78,800 (8 Jul low) - Major support: ₹1,76,600 (13 Jul low) - 5Y high: ₹3,38,545


4. STRATEGY FOR TODAY

🥇 GOLD — BIAS: BULLISH (with caution)

Reasoning: The macro setup is powerfully bullish: (1) US CPI falling for the first time since 2020 → less pressure on the Fed → lower real rates → gold positive; (2) US-Iran escalation → safe-haven demand; (3) DXY at 3-week lows → tailwind; (4) The 14 Jul bounce from 1,22,500 was sharp and decisive, suggesting buyers stepped in aggressively.

However, the Fed is still expected to raise rates this year (per IMF), and gold is down 6.2% over the past month globally — the trend is still corrective within the larger bull. The rally today (+0.21% COMEX) is modest, not explosive, suggesting caution.

Plan: - Bias: Long-biased, but wait for intraday pullback to enter - Entry zone: ₹1,24,800–1,25,200 (buy on dips towards support) - Stop-loss: ₹1,22,200 (below the 13 Jul low) - Target 1 (T1): ₹1,27,400 (re-test of July 7 high) - Target 2 (T2): ₹1,29,500 (if momentum extends) - Risk/Reward: ~1:2.5 to T1 (1,25,000 → 1,27,400 = ₹2,400 gain vs ₹800 risk) - Position sizing: Risk no more than 2% of trading capital per trade on MCX leveraged futures

🥈 SILVER — BIAS: NEUTRAL-BULLISH (higher risk)

Reasoning: Silver's 3.5% bounce on 14 Jul was stronger than gold's 2.5% — a classic sign of risk-on recovery. The dual nature of silver (precious + industrial) means it benefits from the CPI-driven rate relief and the softer dollar. However, silver is down 16.7% in the past month globally — far more volatile than gold. The 1,76,600 low may or may not hold.

Plan: - Bias: Cautiously long, but only on a confirmed hold above ₹1,80,000 - Entry zone: ₹1,80,000–1,82,000 (if price holds above 1,80K after a retest) - Stop-loss: ₹1,75,500 (below 13 Jul low) - Target 1: ₹1,89,500 (re-test of July 6 high) - Target 2: ₹1,95,000 (if momentum builds) - Risk/Reward: ~1:2.4 to T1 - Note: Silver is more volatile — consider 1/2 the position size of gold

GOLD/SILVER RATIO TRADE

  • The ratio at 68.69 is elevated but not extreme (5Y range: roughly 55–90).
  • If you believe the bounce continues, long silver/short gold (ratio compression) could work.
  • If geopolitical risk dominates and the dollar strengthens, long gold/short silver (ratio expansion) is safer.

5. RISKS & INVALIDATION

What would flip the view to bearish:

Risk Impact Likelihood
Fed hawkish surprise — any Fed speaker pushing back on rate-cut expectations Sharp gold selloff Low (CPI data supports dovish)
Dollar rally — USDINR drops below 95 or DXY breaks above 101.5 MCX gold underperforms Low-moderate (DXY at 3-week low)
US-Iran de-escalation — ceasefire or diplomatic off-ramp Removes safe-haven bid Moderate (both sides are posturing)
Gold breaks below ₹1,22,500 (13 Jul low) Technical breakdown, chase stops down to ₹1,20,000 Low (strong bounce from this level)
Silver breaks below ₹1,76,600 Silver could drop 5-8% quickly Low-moderate

Key Data/Events Today:

  • US-Iran conflict developments — watch for tit-for-tat escalation or diplomatic signals
  • US Treasury yields — any sharp move in the 10Y would move gold
  • No major US economic data today — the calendar is light after yesterday's CPI

Summary Assessment

GOLD:   🟢 BULLISH   (buy dips 1,24,800–1,25,200, SL 1,22,200, T1 1,27,400)
SILVER: 🟡 NEUTRAL   (wait for 1,80,000 hold, then buy with SL 1,75,500)

The macro stars are aligning for gold — softening CPI, weaker dollar, geopolitical tension, and ETF inflows. The technical bounce from the 13 Jul low was textbook. The risk is that the Fed remains hawkish (IMF expects a rate hike this year), which could cap the upside. Play the long side, but keep stops tight.


⚠️ Disclaimer: This report is for research and educational purposes only. It is NOT SEBI-registered investment advice or a trading recommendation. MCX commodity trading involves leveraged futures contracts, which carry substantial risk of loss. Past performance does not guarantee future results. All trading decisions and execution are solely your own responsibility. Trade within your risk tolerance.

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