Gold news for September 4, 2026
Gold initially fell after stronger-than-expected US payrolls data (162K for August) raised expectations of hawkish Federal Reserve action. However, the metal rebounded above $4,450, aided by comments from Fed's Waller that tempered rate hike bets, with prices now hovering around $4,500. Meanwhile, large money managers are reportedly rebuilding gold positions, which may provide underlying support.
How the day unfolded
Gold is being supported by a weaker US dollar, partly due to speculation of Japanese yen intervention, and by tempered expectations of Fed rate hikes following dovish comments from Fed's Waller, which have helped prices rebound above $4,450. However, upside is seen as limited by lingering Fed rate hike risks and geopolitical tensions like the Iran war, while traders await US CPI data for direction. Recent sessions have seen gold extend a fall as buyers lose momentum, leaving prices around $4,500.
Gold prices are being supported by a softer US dollar, pressured by speculation of Japanese yen intervention, and by dovish comments from Federal Reserve Governor Waller that tempered rate hike expectations. However, traders remain cautious ahead of US jobs data and CPI figures, with lingering rate hike risks and geopolitical tensions from the Iran situation seen as limiting upside.
Gold has been supported by a softer US dollar amid speculation of yen intervention and by comments from Fed's Waller that tempered rate hike bets, pushing prices above $4,450. Traders are now looking to US jobs data and CPI figures for clearer direction, with some concern that Fed rate hike risks and geopolitical tensions could limit gains.
Gold is hovering around $4,450-$4,500, buoyed by a softer US dollar amid speculation of yen intervention and dovish comments from Federal Reserve Governor Waller that tempered rate-hike expectations. Ahead of US jobs data, large money managers are reportedly rebuilding gold positions, while some commentators argue gold may increasingly replace bonds as a hedge. These factors are underpinning the metal's recent resilience as it consolidates below the $4,500 mark.
Gold is trading around $4,500, supported by dollar weakness from speculation of yen intervention and tempered Fed rate hike expectations, but a strong U.S. jobs report could reintroduce rate-hike pressures. Meanwhile, major money managers are rebuilding gold positions as some see it replacing bonds in a less dollar-centered world.
Gold experienced volatility this week, initially supported by dollar weakness due to speculation of Japanese yen intervention, but then dropped sharply after US payrolls significantly beat forecasts, reducing the likelihood of imminent Fed rate cuts. However, comments from Fed Governor Waller, who tempered expectations for rate hikes ahead of the jobs data, helped gold rebound above $4,450. The asset remains sensitive to shifts in US monetary policy expectations and dollar movements.
Gold pulled back after US payrolls beat forecasts, dampening hopes for aggressive Fed rate cuts, while speculation of Japanese yen intervention pressured the dollar and lent some support. The metal is still trading near $4,500, having recently rebounded from dips, with some analysts suggesting its rally has more room to run.
Gold experienced sharp swings, initially rising on speculation of yen intervention that pressured the dollar, but then falling as unexpectedly strong US payrolls data boosted expectations of Fed tightening. However, prices recovered above $4,450 after Fed official Waller tempered rate hike bets, while some market participants see continued support for gold amid shifting global reserve dynamics.
Gold prices dropped sharply after August US payrolls far exceeded forecasts, with traders increasing expectations for further Fed rate hikes. However, the metal has held above $4,450 and even rebounded briefly above that level after Fed's Waller tempered some hawkish bets. Longer-term chatter about gold replacing bonds in a de-dollarizing world persists, but immediate price action is reacting to central bank policy signals.
Headlines (15)
- Gold extends recent fall as buyers lose more momentum, what's next?investinglive.com · Sep 2, 05:30 UTC
- Gold rises as speculation of Yen intervention weighs on the US Dollarwww.fxstreet.com · Sep 2, 19:47 UTC
- End of a dollar-centered world nears, gold to replace some bonds, fund manager sayswww.mining.com · Sep 2, 21:03 UTC
- Gold’s run isn’t yet donewww.ft.com · Sep 3, 05:38 UTC
- Gold upside remains limited by Fed rate hike risks and Iran war; traders await US CPI for next directioninvestinglive.com · Sep 3, 10:20 UTC
- XAU/USD Price Forecast: Gold defies sellers around $4,500www.fxstreet.com · Sep 3, 15:55 UTC
- Gold soars as Waller's dovish tone hurts Fed hike bets ahead of NFPwww.fxstreet.com · Sep 3, 18:21 UTC
- Gold rebounds above $4,450 as Waller tempers Fed rate hike bets ahead US jobs datawww.fxstreet.com · Sep 3, 23:36 UTC
- Gold consolidates below $4,500 as bulls look to US NFP for Fed rate cueswww.fxstreet.com · 04:18 UTC
- World's biggest money managers are rebuilding gold positionswww.miningweekly.com · 09:19 UTC
- U.S. Nonfarm Payrolls Surge Past Expectations, Indicating Economic Strengthwww.investing.com · 12:35 UTC
- Bitcoin and Gold Crash As US Payrolls Crush Forecastsbeincrypto.com · 12:56 UTC
- Gold and Silver Drop as August Payrolls Blow Past Forecasts. Four Other Threads Moved Today Too.goldsilver.com · 13:51 UTC
- Bitcoin & Gold Outlook: BTC and XAU correct as US Nonfarm Payrolls rise by 162K in Augustwww.fxstreet.com · 15:14 UTC
- Gold falls as traders increase Fed hawkish bets after stellar NFPwww.fxstreet.com · 18:10 UTC
Scheduled events
As of 23:54 UTC
- 2026-09-04 — Non-Farm Employment Change · forecast 55K · USD
- 2026-09-04 — Unemployment Rate · forecast 4.1% · USD
- 2026-09-04 — Average Hourly Earnings m/m · forecast 0.3% · USD
- 2026-09-04 — FOMC Member Goolsbee Speaks · USD
- 2026-09-07 — Foreign Currency Reserves · CHF
- 2026-09-07 — Unemployment Rate · forecast 3.1% · CHF
- 2026-09-07 — Bank Holiday · USD
- 2026-09-08 — NFIB Small Business Index · forecast 99.2 · USD
Not investment advice. For informational purposes only.