Whalesbook
Iran Ki Offer Se Market Mein Rahat?
Toh hua yun ki Friday ko Iran ne ek nayi negotiation proposal di hai, jisse sab market participants thoda relax ho gaye. Isse geopolitical fears kam hue aur Gold Prices ko ekdum se boost mila. Spot Gold, jo pehle $4,559.48 tak gir gaya tha, ab $4,627.63 par pahunch gaya. Thoda Dollar Index bhi neeche aaya tha (97.89 ke aas paas), jisne Gold ko support kiya. Brent crude bhi $108.83 par gir gaya, jisne immediate inflation ki chinta kam kar di.
Silver Mein Toofani Tezi!
Aur suno, Silver bhi peeche nahi raha! Demand aur supply ki kami ke chalte Silver seedha 3% bhaga aur $75.91 par pahunch gaya. Analyst bol rahe hain ki 2026 tak bhi market mein lagbhag 46.3 million ounces ka deficit rehne wala hai, jo 2025 se 15% zyada hai. Solar energy aur EVs mein strong demand isko aur push de rahi hai. Platinum bhi $2,015.50 aur Palladium $1,563.90 par climb kiya.
Fed Ka 'Hawkish' Stance Aur Inflation Abhi Bhi Challenge Hai
Par, abhi poori khushi manane ka time nahi hai. US Federal Reserve ne rates ko 3.50%-3.75% ke beech stabilize rakha hai. Aur unka 'hawkish' outlook matlab ye hai ki rate cuts shayad ab late 2027 tak ho, ya 2026 mein ho hi na. Yeh sab inflation control karne ke liye hai, par gold jaisi cheezon ko thoda unattractive bana raha hai, jo interest nahi deti. UBS jaise experts ko lagta hai ki Gold $5,900 tak ja sakta hai, par Fed ka yeh high-rate wala stance aur dollar ka strong hona thoda pause laga sakta hai. Dusre analysts $4,000 se $6,300 ka range dekh rahe hain, par inflation aur Fed ke caution ke karan price swings abhi bhi jari reh sakti hain. Silver ki supply chain bhi thodi risky hai kyuki yeh oil aur gas par depend karti hai.