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Gold Plunges Into Mid-$4,300s After Jobs Report Erases 2026 Rally

Investors now look to U.S. CPI on June 10 as the next decisive signal for bullion.

Overview

  • Gold sank sharply after June 5's U.S. jobs report showed 172,000 payrolls added, triggering a spike in Treasury yields and a firmer dollar that pushed spot prices down to the mid-$4,300s.
  • Higher real and nominal yields raised the opportunity cost of holding non‑yielding gold, prompting steep liquidation by investors who had earlier bought the safe-haven rally.
  • Trading and local markets confirmed the correction with one-day spot lows near $4,336 per ounce, Comex futures around $4,365 per ounce for the week, and MCX August contracts down roughly 3.3 percent to about Rs 1.55 lakh per 10 grams.
  • Physical demand has cooled, with Shanghai Gold Exchange volumes at their weakest since 2020, and ETF and central-bank flows have shifted enough to amplify price swings and reduce price support.
  • The next major drivers are U.S. CPI on June 10, further Fed commentary, oil-price moves and any de‑escalation or flare-ups in Middle East tensions, all of which will shape whether the correction continues or support returns.