IBOV 176,402.10 ▲ 1.77% IPSA 10,989.46 ▲ 0.32% IPC MEX 66,709.60 ▲ 0.88% MERVAL 3,343,345 ▲ 1.87% COLCAP 2,312.45 ▲ 0.48% BVL PERÚ 57,575.02 — — USD/BRL5.06▼ 0.30% USD/MXN17.39▼ 0.11% USD/CLP935.24▼ 0.05% USD/COP3,201▼ 1.69% USD/PEN3.40▲ 0.07% USD/ARS1,480▲ 0.15% USD/UYU40.14▲ 1.07% USD/PYG6,035▲ 1.50% USD/BOB10.95▲ 3.79% USD/DOP58.34▲ 0.24% USD/CRC447.42▲ 1.35% USD/GTQ7.62▲ 2.27% USD/HNL26.74▲ 1.52% USD/NIO36.62▲ 0.72% USD/VES735.39▼ 0.13% USD/PAB1.00— 0.00% USD/BZD2.00— 0.00% USD/JMD157.49▲ 0.36% USD/TTD6.71▲ 0.76% EUR/BRL5.77▼ 0.85% BRENT 93.05 ▲ 2.24% WTI 85.98 ▲ 1.26% IRON ORE 161.91 — — COPPER 6.50 ▼ 0.10% GOLD 4,167 ▲ 2.36% SILVER 60.59 ▲ 2.98% SOY 1,240 ▲ 1.66% CORN 485.25 ▲ 7.18% WHEAT 707.50 ▲ 4.35% COFFEE 314.55 ▼ 5.24% SUGAR 14.70 ▼ 1.21% ORANGE JUICE 150.35 ▲ 4.55% COTTON 81.36 ▲ 3.04% COCOA 5,309 ▼ 5.31% BEEF 220.38 ▼ 2.78% CATTLE 338.35 ▼ 3.20% LITHIUM 69.31 ▲ 0.33% PETR4 42.36 ▲ 1.68% VALE3 74.72 ▲ 3.43% ITUB4 42.46 ▼ 0.16% BBDC4 18.71 ▲ 0.86% ABEV3 16.00 ▲ 1.27% BBAS3 20.85 ▼ 0.14% B3SA3 15.54 ▲ 2.44% WEGE3 46.73 ▲ 10.03% PRIO3 59.34 ▲ 1.99% SUZB3 41.90 ▲ 0.65% RENT3 36.84 ▲ 0.79% AZZA3 17.67 ▲ 1.09% CSAN3 3.94 ▲ 4.23% RAIZ4 0.27 — 0.00% PCAR3 2.73 — 0.00% GMAT3 3.87 ▲ 1.04% PSSA3 54.79 ▲ 2.45% CVCB3 1.19 ▲ 6.25% POSI3 3.75 ▲ 1.90% SLCE3 13.81 ▲ 0.44% NATU3 8.82 ▲ 1.26% BRKM5 6.11 ▲ 7.01% RANI3 7.98 ▲ 1.14% CSNA3 5.36 ▲ 5.93% CMIN3 5.81 ▲ 4.12% USIM5 8.65 ▲ 2.25% GGBR4 23.79 ▲ 1.28% ENEV3 25.73 ▲ 1.22% CPFE3 46.55 ▲ 0.32% CMIG4 11.11 ▲ 0.82% EQTL3 39.03 ▲ 0.52% LREN3 13.46 ▲ 1.43% VIVT3 35.40 ▼ 1.12% RAIL3 13.61 ▲ 2.79% KLABIN 17.82 ▲ 1.31% RAIA DROGASIL 18.29 ▲ 0.88% RDOR3 34.12 ▲ 0.59% HAPV3 11.58 ▲ 3.02% FLRY3 16.57 ▲ 0.12% SMTO3 16.07 ▲ 3.15% UGPA3 32.55 ▲ 2.29% VBBR3 34.68 ▲ 2.15% BBSE3 42.17 ▲ 1.49% BPAC11 56.48 ▲ 2.00% CURY3 30.03 ▲ 0.27% AERI3 2.05 ▲ 0.49% VIVARA 21.32 ▼ 0.42% COMPASS 24.78 ▲ 1.39% VAMOS 3.15 ▲ 1.94% SANB11 26.54 ▼ 2.46% ASAI3 8.46 ▲ 2.55% SBSP3 29.08 ▲ 1.68% WALMEX 48.94 ▼ 0.43% GMEXICO 214.96 ▲ 2.87% FEMSA 228.45 ▲ 0.75% CEMEX 22.16 ▲ 0.41% GFNORTE 189.06 ▲ 1.75% BIMBO 60.25 ▲ 1.45% TELEVISA 9.87 ▲ 1.13% AMX 22.74 ▼ 0.09% GAP 377.51 ▼ 0.27% ASUR 273.64 ▼ 0.48% OMA 228.90 ▲ 1.17% KOF 183.26 ▲ 1.55% GRUMA 279.71 ▼ 1.02% KIMBER 39.30 ▲ 2.34% SQM-B 65,844 ▲ 2.02% COPEC 6,500 ▲ 0.78% BSANTANDER 79.25 ▲ 0.30% FALABELLA 5,930 ▲ 0.19% ENELAM 84.11 ▼ 0.50% CENCOSUD 2,013 ▼ 0.74% CMPC 1,072 ▼ 1.07% BANCO CHILE 190.01 — 0.00% LATAM AIR 24.00 ▼ 0.83% YPF 81,750 ▲ 1.40% GGAL 8,150 ▲ 2.32% PAMPA 5,515 ▲ 0.73% TXAR 675.00 ▼ 0.59% ALUAR 972.50 ▼ 0.05% TGS 9,755 ▲ 0.46% CEPU 2,356 ▲ 0.68% MIRGOR 16,925 ▲ 0.89% COME 43.16 ▲ 0.68% LOMA NEGRA 3,648 ▲ 1.18% BYMA 295.00 ▲ 0.94% TELECOM ARG 4,278 ▲ 0.53% ECOPETROL 16.75 ▲ 1.33% BANCOLOMBIA 84.47 ▲ 0.99% GRUPO AVAL 5.05 ▼ 0.79% CREDICORP 390.44 ▼ 0.17% SOUTHERN COPPER 194.89 ▲ 3.66% BUENAVENTURA 32.71 ▲ 4.67% MERCADOLIBRE 1,808 ▼ 0.82% NUBANK 14.04 ▼ 2.43% XP 17.02 ▲ 1.01% PAGSEGURO 9.54 ▼ 0.47% STONE 11.16 ▼ 0.89% GLOBANT 31.81 ▼ 0.92% TECNOGLASS 45.09 ▼ 0.13% GAP AIRPORT 217.51 ▼ 0.08% ASUR 273.64 ▼ 0.48% OMA AIRPORT 105.24 ▲ 0.96% AMX ADR 26.03 ▼ 0.23% FEMSA ADR 131.54 ▲ 0.91% CEMEX ADR 12.74 ▲ 0.32% PETROBRAS ADR 18.86 ▲ 1.73% VALE ADR 14.75 ▲ 3.47% ITAU ADR 8.37 ▼ 0.36% SANTANDER BR 5.37 ▼ 0.74% AMBEV ADR 3.14 ▲ 0.80% CSN 1.07 ▲ 7.00% GERDAU 4.71 ▲ 1.40% LATAM ADR 51.26 ▼ 0.60% BTC 65,994 ▼ 0.77% ETH 1,940 ▲ 0.61% SOL 78.37 ▲ 0.33% XRP 1.15 ▲ 0.65% BNB 571.96 ▼ 0.29% ADA 0.18 ▲ 2.22% DOGE 0.07 ▼ 0.43% AVAX 6.63 ▲ 1.05% LINK 8.68 ▲ 0.31% DOT 0.84 ▼ 0.33% LTC 46.77 ▼ 0.10% BCH 219.82 ▼ 1.73% TRX 0.33 ▼ 0.36% XLM 0.19 ▼ 0.93% HBAR 0.07 ▲ 5.11% NEAR 1.89 ▼ 2.59% ATOM 1.47 ▼ 1.22% AAVE 97.36 ▲ 1.87% SELIC 14.25% EMBRAER 83.54 ▲ 1.08% EMBRAER ADR 66.05 ▲ 0.89% JBS 12.10 ▲ 1.21% JBS BDR 61.18 ▲ 1.59% MBRF3 15.59 ▲ 3.18% MBRFY 3.02 ▲ 2.37% INTER 5.53 ▼ 0.99% EGX 53,932 ▼ 0.11% USD/ZAR16.40▼ 0.45% USD/NGN1,370▼ 0.55% NIKKEI 66,116 ▼ 0.18% CSI300 4,717 ▼ 0.46% HSI 24,893 ▼ 0.95% NIFTY 23,996 ▼ 0.79% KOSPI 6,798 ▲ 0.74% JCI 6,334 ▼ 0.09% USD/JPY163.07▼ 0.06% USD/CNY6.76▼ 0.08% DAX 25,155 ▲ 0.58% CAC 8,438 ▲ 0.89% FTSE 10,717 ▲ 1.24% MIB 52,792 ▲ 0.97% IBEX 19,571 ▲ 0.99% STOXX 646.93 ▲ 0.58% EUR/USD1.14▲ 0.15% GBP/USD1.34▼ 0.43% SPX 7,523 ▲ 0.19% DJI 52,407 ▲ 0.35% NDX 29,166 ▲ 0.04% RUT 2,969 ▼ 0.63% TSX 35,554 ▲ 0.52% VIX 16.92 ▼ 0.76% USD/CAD1.41▼ 0.16% US10Y 4.6460 ▲ 0.39% IBOV 176,402.10 ▲ 1.77% IPSA 10,989.46 ▲ 0.32% IPC MEX 66,709.60 ▲ 0.88% MERVAL 3,343,345 ▲ 1.87% COLCAP 2,312.45 ▲ 0.48% BVL PERÚ 57,575.02 — — USD/BRL 5.06 ▼ 0.30% USD/MXN 17.39 ▼ 0.11% USD/CLP 935.24 ▼ 0.05% USD/COP 3,201 ▼ 1.69% USD/PEN 3.40 ▲ 0.07% USD/ARS 1,480 ▲ 0.15% USD/UYU 40.14 ▲ 1.07% USD/PYG 6,035 ▲ 1.50% USD/BOB 10.95 ▲ 3.79% USD/DOP 58.34 ▲ 0.24% USD/CRC 447.42 ▲ 1.35% USD/GTQ 7.62 ▲ 2.27% USD/HNL 26.74 ▲ 1.52% USD/NIO 36.62 ▲ 0.72% USD/VES 735.39 ▼ 0.13% USD/PAB 1.00 — 0.00% USD/BZD 2.00 — 0.00% USD/JMD 157.49 ▲ 0.35% USD/TTD 6.71 ▲ 0.76% EUR/BRL 5.77 ▼ 0.85% BRENT 93.05 ▲ 2.24% WTI 85.98 ▲ 1.26% IRON ORE 161.91 — — COPPER 6.50 ▼ 0.10% GOLD 4,167 ▲ 2.36% SILVER 60.59 ▲ 2.98% SOY 1,240 ▲ 1.66% CORN 485.25 ▲ 7.18% WHEAT 707.50 ▲ 4.35% COFFEE 314.55 ▼ 5.24% SUGAR 14.70 ▼ 1.21% ORANGE JUICE 150.35 ▲ 4.55% COTTON 81.36 ▲ 3.04% COCOA 5,309 ▼ 5.31% BEEF 220.38 ▼ 2.78% CATTLE 338.35 ▼ 3.20% LITHIUM 69.31 ▲ 0.33% PETR4 42.36 ▲ 1.68% VALE3 74.72 ▲ 3.43% ITUB4 42.46 ▼ 0.16% BBDC4 18.71 ▲ 0.86% ABEV3 16.00 ▲ 1.27% BBAS3 20.85 ▼ 0.14% B3SA3 15.54 ▲ 2.44% WEGE3 46.73 ▲ 10.03% PRIO3 59.34 ▲ 1.99% SUZB3 41.90 ▲ 0.65% RENT3 36.84 ▲ 0.79% AZZA3 17.67 ▲ 1.09% CSAN3 3.94 ▲ 4.23% RAIZ4 0.27 — 0.00% PCAR3 2.73 — 0.00% GMAT3 3.87 ▲ 1.04% PSSA3 54.79 ▲ 2.45% CVCB3 1.19 ▲ 6.25% POSI3 3.75 ▲ 1.90% SLCE3 13.81 ▲ 0.44% NATU3 8.82 ▲ 1.26% BRKM5 6.11 ▲ 7.01% RANI3 7.98 ▲ 1.14% CSNA3 5.36 ▲ 5.93% CMIN3 5.81 ▲ 4.12% USIM5 8.65 ▲ 2.25% GGBR4 23.79 ▲ 1.28% ENEV3 25.73 ▲ 1.22% CPFE3 46.55 ▲ 0.32% CMIG4 11.11 ▲ 0.82% EQTL3 39.03 ▲ 0.52% LREN3 13.46 ▲ 1.43% VIVT3 35.40 ▼ 1.12% RAIL3 13.61 ▲ 2.79% KLABIN 17.82 ▲ 1.31% RAIA DROGASIL 18.29 ▲ 0.88% RDOR3 34.12 ▲ 0.59% HAPV3 11.58 ▲ 3.02% FLRY3 16.57 ▲ 0.12% SMTO3 16.07 ▲ 3.15% UGPA3 32.55 ▲ 2.29% VBBR3 34.68 ▲ 2.15% BBSE3 42.17 ▲ 1.49% BPAC11 56.48 ▲ 2.00% CURY3 30.03 ▲ 0.27% AERI3 2.05 ▲ 0.49% VIVARA 21.32 ▼ 0.42% COMPASS 24.78 ▲ 1.39% VAMOS 3.15 ▲ 1.94% SANB11 26.54 ▼ 2.46% ASAI3 8.46 ▲ 2.55% SBSP3 29.08 ▲ 1.68% WALMEX 48.94 ▼ 0.43% GMEXICO 214.96 ▲ 2.87% FEMSA 228.45 ▲ 0.75% CEMEX 22.16 ▲ 0.41% GFNORTE 189.06 ▲ 1.75% BIMBO 60.25 ▲ 1.45% TELEVISA 9.87 ▲ 1.13% AMX 22.74 ▼ 0.09% GAP 377.51 ▼ 0.27% ASUR 273.64 ▼ 0.48% OMA 228.90 ▲ 1.17% KOF 183.26 ▲ 1.55% GRUMA 279.71 ▼ 1.02% KIMBER 39.30 ▲ 2.34% SQM-B 65,844 ▲ 2.02% COPEC 6,500 ▲ 0.78% BSANTANDER 79.25 ▲ 0.30% FALABELLA 5,930 ▲ 0.19% ENELAM 84.11 ▼ 0.50% CENCOSUD 2,013 ▼ 0.74% CMPC 1,072 ▼ 1.07% BANCO CHILE 190.01 — 0.00% LATAM AIR 24.00 ▼ 0.83% YPF 81,750 ▲ 1.40% GGAL 8,150 ▲ 2.32% PAMPA 5,515 ▲ 0.73% TXAR 675.00 ▼ 0.59% ALUAR 972.50 ▼ 0.05% TGS 9,755 ▲ 0.46% CEPU 2,356 ▲ 0.68% MIRGOR 16,925 ▲ 0.89% COME 43.16 ▲ 0.68% LOMA NEGRA 3,648 ▲ 1.18% BYMA 295.00 ▲ 0.94% TELECOM ARG 4,278 ▲ 0.53% ECOPETROL 16.75 ▲ 1.33% BANCOLOMBIA 84.47 ▲ 0.99% GRUPO AVAL 5.05 ▼ 0.79% CREDICORP 390.44 ▼ 0.17% SOUTHERN COPPER 194.89 ▲ 3.66% BUENAVENTURA 32.71 ▲ 4.67% MERCADOLIBRE 1,808 ▼ 0.82% NUBANK 14.04 ▼ 2.43% XP 17.02 ▲ 1.01% PAGSEGURO 9.54 ▼ 0.47% STONE 11.16 ▼ 0.89% GLOBANT 31.81 ▼ 0.92% TECNOGLASS 45.09 ▼ 0.13% GAP AIRPORT 217.51 ▼ 0.08% ASUR 273.64 ▼ 0.48% OMA AIRPORT 105.24 ▲ 0.96% AMX ADR 26.03 ▼ 0.23% FEMSA ADR 131.54 ▲ 0.91% CEMEX ADR 12.74 ▲ 0.32% PETROBRAS ADR 18.86 ▲ 1.73% VALE ADR 14.75 ▲ 3.47% ITAU ADR 8.37 ▼ 0.36% SANTANDER BR 5.37 ▼ 0.74% AMBEV ADR 3.14 ▲ 0.80% CSN 1.07 ▲ 7.00% GERDAU 4.71 ▲ 1.40% LATAM ADR 51.26 ▼ 0.60% BTC 65,994 ▼ 0.77% ETH 1,940 ▲ 0.61% SOL 78.37 ▲ 0.33% XRP 1.15 ▲ 0.65% BNB 571.96 ▼ 0.29% ADA 0.18 ▲ 2.22% DOGE 0.07 ▼ 0.43% AVAX 6.63 ▲ 1.05% LINK 8.68 ▲ 0.31% DOT 0.84 ▼ 0.33% LTC 46.77 ▼ 0.10% BCH 219.82 ▼ 1.73% TRX 0.33 ▼ 0.36% XLM 0.19 ▼ 0.93% HBAR 0.07 ▲ 5.11% NEAR 1.89 ▼ 2.59% ATOM 1.47 ▼ 1.22% AAVE 97.36 ▲ 1.87% SELIC 14.25% EMBRAER 83.54 ▲ 1.08% EMBRAER ADR 66.05 ▲ 0.89% JBS 12.10 ▲ 1.21% JBS BDR 61.18 ▲ 1.59% MBRF3 15.59 ▲ 3.18% MBRFY 3.02 ▲ 2.37% INTER 5.53 ▼ 0.99% EGX 53,932 ▼ 0.11% USD/ZAR 16.39 ▼ 0.41% USD/NGN 1,370 ▼ 0.45% NIKKEI 66,116 ▼ 0.18% CSI300 4,717 ▼ 0.46% HSI 24,893 ▼ 0.95% NIFTY 23,996 ▼ 0.79% KOSPI 6,798 ▲ 0.74% JCI 6,334 ▼ 0.09% USD/JPY 163.08 ▼ 0.04% USD/CNY 6.7608 ▲ 0.06% DAX 25,155 ▲ 0.58% CAC 8,438 ▲ 0.89% FTSE 10,717 ▲ 1.24% MIB 52,792 ▲ 0.97% IBEX 19,571 ▲ 0.99% STOXX 646.93 ▲ 0.58% EUR/USD 1.1417 ▲ 0.11% GBP/USD 1.3376 ▼ 0.02% SPX 7,523 ▲ 0.19% DJI 52,407 ▲ 0.35% NDX 29,166 ▲ 0.04% RUT 2,969 ▼ 0.63% TSX 35,554 ▲ 0.52% VIX 16.92 ▼ 0.76% USD/CAD 1.4085 ▼ 0.15% US10Y 4.6460 ▲ 0.39%
since 2009
Wednesday, July 22, 2026

Gold Hits 2026 Low, Reverses $380 on Iran Pause

By · March 24, 2026 · 3 min read

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Gold & Silver Daily Report · March 24, 2026 · Covering March 23 Session

02 Market Commentary

Today’s gold price today analysis covers the most violent intraday reversal in precious metals since the war began. Gold plunged to its 2026 low near $4,100 in early London trading — a $380 crash from Friday’s close — before Trump’s Iran strike pause triggered a V-shaped recovery to close near $4,480. The $380 intraday swing dwarfs any single-session range in the metal’s recent history. This is part of The Rio Times’ daily coverage of precious metals and Latin American financial markets.

The sell-off’s mechanics were familiar: Asian markets opened before the ceasefire signal, inheriting the worst weekly rout since 1983. Gold was already down 20% since the war began, and the ninth consecutive loss pushed it through the 200-day EMA. The reversal came when Trump posted on Truth Social that he had ordered a five-day postponement of all attacks on Iranian energy infrastructure. Brent collapsed 10% to $95.92, the war-driven inflation premium deflated, and traders rushed to cover shorts. Iran’s subsequent denial of the talks capped the rebound — gold briefly turned positive before settling down 0.6%.

Gold Hits 2026 Low, Reverses $380 on Iran Pause. (Photo Internet reproduction)
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Silver’s intraday swing was even more extreme. The white metal crashed over 10% to $61.45 — below the $70 level that had held three times in 2026 — before staging a complete reversal to close near $68.54. The whipsaw confirms the fragility of positioning: leveraged shorts were caught by the ceasefire signal, while leveraged longs had already been flushed in prior sessions. The war premium that dominated Q1 is now being repriced in real time.

03 Technical Analysis

Gold (1h): Price is stabilizing at $4,413 after the reversal, sitting near the Bollinger mid-band and the Ichimoku Kijun-sen at $4,413. The MACD histogram has turned positive at 6.91 (signal: −16.35, MACD: −23.26), the first constructive reading since the selloff began. RSI at 51.76 (fast) and 47.40 (slow) is back in neutral territory after spending a week in oversold. The key resistance overhead clusters at $4,455–$4,486, with the Senkou Span at $4,848 representing the Ichimoku cloud — a distant ceiling. Support at $4,370–$4,377 (lower Bollinger) and $4,305–$4,341 below.

Silver (1h): Price at $69.20 has reclaimed the Bollinger mid-band at $68.54 and is testing the Kijun-sen at $69.20. The MACD is crossing zero (0.089/0.050/−0.039), a potential bullish signal if confirmed on the next candle. RSI at 55.06/51.34 is constructive — above neutral on both lines. Resistance at $70.70 (prior support now overhead) is the key level: a reclaim of $70 would negate the breakdown. Support at $67.94–$68.03 (Friday’s close area) and $66.38 below.

Gold Support & Resistance

Level Price Source
Resistance 2 $4,848 Ichimoku cloud / Senkou Span
Resistance 1 $4,455–$4,486 Tenkan-sen / upper BB
Current (Tue AM) $4,413 March 24, 2026
Support 1 $4,370–$4,377 Lower Bollinger / Kijun
Support 2 $4,100 Monday’s intraday low / 2026 low

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Commodities — Live Market Board

Global
Jul 22, 2026 · 13:09

Brent crude · benchmark
93.05
+2.24%
L 84.01day rangeH 85.14

+35.66% over 12 months

Market breadth · 15 names
60% advancing

9 ▲ advancing6 declining ▼

Currencies, rates & key inputs
Gold
4,167
+2.36%

Silver
60.59
+2.98%

Copper
6.50
-0.10%

Iron ore
161.91
·

WTI crude
85.98
+1.26%

Full instrument board
Instrument Last Change YoY Prev. High Low Volume
GOLD 4,167 +2.36% +21.16% 4,071 4,171 4,081 104,470
SILVER 60.59 +2.98% +54.09% 58.83 61.27 59.03 24,990
BRENT 93.05 +2.24% +35.66% 91.01 85.14 84.01 43,826
WTI 85.98 +1.26% +29.86% 84.91 88.61 84.44 252,393
COPPER 6.50 -0.10% +14.17% 6.51 6.56 6.49 30,152
LITHIUM 69.31 +0.33% +57.85% 69.08 69.65 69.00 112,971
IRON ORE 161.91 +65.03% 161.91 161.91 1
SOY 1,240 +1.66% +22.72% 1,220 1,240 1,218 95,512
CORN 485.25 +7.18% +21.54% 452.75 486.50 474.75 169,148
WHEAT 707.50 +4.35% +28.75% 678.00 708.00 678.00 71,289
COFFEE 314.55 -5.24% +6.14% 331.95 324.60 313.35 9,235
SUGAR 14.70 -1.21% -9.71% 14.88 14.94 14.67 35,619
COCOA 5,309 -5.31% -34.85% 5,607 5,534 5,240 12,862
ORANGE JUICE 150.35 +4.55% -54.61% 143.80 150.50 140.55 544
COTTON 81.36 +3.04% +22.18% 78.96 81.75 79.75 12,672
BEEF 220.38 -2.78% -2.04% 226.68 222.55 219.05 14,525
CATTLE 338.35 -3.20% +3.07% 349.55 344.00 335.00 7,754
USD/BRL 5.06 -0.30% -9.11% 5.07 5.08 5.05

Largest moves today
CORN
485.25
+7.18%
COCOA
5,309
-5.31%
COFFEE
314.55
-5.24%
ORANGE JUICE
150.35
+4.55%
WHEAT
707.50
+4.35%
CATTLE
338.35
-3.20%
COTTON
81.36
+3.04%
SILVER
60.59
+2.98%

The session read
The Brent crude rose 2.24%, with breadth positive — 9 of 15 names higher. CORN led, while COCOA lagged.

04 Forward Look

FIVE-DAY CLOCK → EXPIRES MARCH 28

Trump’s strike pause is the only catalyst that matters this week. A diplomatic framework by Friday collapses the remaining war premium and could push gold back toward $4,800. An expiry without progress — or Iran’s denial hardening into a breakdown — would retest the $4,100 low and potentially break it.

US PMI → TUESDAY

March manufacturing and services PMI are the week’s key macro data. Weak prints would boost rate-cut repricing (traders have already reduced tightening bets after the ceasefire signal) and support gold. Strong prints would reinforce the hawkish Fed narrative.

SILVER $70 RECLAIM → IMMEDIATE

Silver’s recovery from $61.45 to $69.20 puts the $70 level back in play. A daily close above $70 would negate the bearish breakdown and signal the capitulation wash is complete. Failure to reclaim keeps the head-and-shoulders pattern active with a $54 target.

05 Verdict

Monday’s $380 intraday reversal was a textbook capitulation-and-recovery pattern. The plunge to $4,100 flushed the last of the leveraged longs, while the ceasefire signal triggered short-covering that erased most of the damage. BNP Paribas’ David Wilson drew the critical historical parallel: in 2008, 2020, and 2022, gold fell initially during economic shocks as investors sold to hold dollars, then staged sustained rallies. If that pattern holds, Monday may have marked the capitulation low — but Iran’s denial of the talks injects genuine uncertainty into the diplomatic timeline.

Bias: NEUTRAL — binary on the five-day window. The $4,100 low holds as support if diplomacy advances. A close above $4,486 would confirm the reversal. Institutional year-end targets ($6,000–$6,300) remain unchanged, suggesting the secular bull case is intact if the war premium deflates.

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