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Silver Sets Fresh Records As Fed Cut Bets Surge, With Rupee Slump Supercharging India Prices

Traders largely expect a December Fed rate cut, a shift that favors non‑yielding bullion.

Overview

  • Silver touched a new nominal high near $58.9 an ounce this week as gold held around $4,200–$4,260, extending a months‑long precious‑metals rally.
  • Market pricing shows roughly 87%–90% odds of a December Federal Reserve cut, and an ADP miss showing a 32,000 drop in private payrolls pushed the dollar lower and reinforced those bets.
  • Supply tightness continues to buoy silver, with decade‑low inventories at Shanghai‑linked warehouses and heavy flows into London alongside fresh speculative and ETF inflows.
  • India’s rupee breached 90 per dollar to a record low, lifting local bullion costs as MCX silver futures hit Rs 1,84,727/kg and gold rose toward Rs 1,30,766 per 10 grams.
  • Structural support remains firm as central banks bought 53 tons of gold in October, and analysts at Goldman Sachs and UBS have lifted medium‑term bullion price targets.