ORO 🪙🥇

RAMEEZTRADER01 · 2026-03-04T14:54:15.000Z

El oro ($XAU) y la plata ($XAG) están subiendo una vez más, cada uno ganando más del 1% a medida que las tensiones geopolíticas se intensifican entre las fuerzas estadounidenses-israelíes e Irán. En tiempos de conflicto, el capital típicamente rota hacia activos refugio — y ese cambio está claramente en marcha. En el frente nacional, los futuros de oro de MCX de abril se dispararon a ₹1,62,790 por 10 gramos, mientras que los futuros de plata de mayo avanzaron a ₹2,70,200 por kilogramo. La demanda de refugio seguro está impulsando un fuerte momento alcista en los metales físicos. Sin embargo, está surgiendo una divergencia interesante. A pesar del repunte en los precios al contado, los ETFs de oro y plata cayeron durante la sesión. Los ETFs de plata cayeron más del 7%, mientras que los ETFs de oro cayeron aproximadamente un 3–4%. La demanda física se está fortaleciendo, pero los instrumentos de papel están viendo salidas: una desconexión que los traders deben monitorear de cerca.

Gold ($XAU) and silver ($XAG) are pushing higher once again, each gaining more than 1% as geopolitical tensions intensify between US-Israeli forces and Iran. In times of conflict, capital typically rotates into safe-haven assets — and that shift is clearly underway.
On the domestic front, MCX Gold April futures surged to ₹1,62,790 per 10 grams, while Silver May futures advanced to ₹2,70,200 per kilogram. Safe-haven demand is driving strong upward momentum in physical metals.
However, an interesting divergence is emerging. Despite the rally in spot prices, gold and silver ETFs declined during the session. Silver ETFs dropped over 7%, while gold ETFs slipped roughly 3–4%. Physical demand is strengthening, but paper instruments are seeing outflows — a disconnect that traders should monitor closely.
Globally, spot gold is trading near $5,138, up about 1% on the day, with silver tracking the move. Gold has already gained 19% this year after posting an impressive 64% rally last year. Persistent geopolitical risk and steady central bank accumulation continue to support the broader uptrend.
Meanwhile, the US Dollar Index edged higher by 0.15% to 99.20. Typically, a stronger dollar limits gold’s upside, but current war-driven uncertainty appears to be outweighing currency pressure.
Reports confirm US strikes on Iranian naval and air positions, while Iran has responded by targeting critical oil infrastructure across the Gulf region. The Strait of Hormuz has become a focal point of risk, sending shockwaves through energy markets.
Oil prices reacted sharply. WTI moved above $75, while Brent approached $81 — both climbing roughly 11% within two days. Concerns over shipping disruptions and supply constraints are fueling volatility.
Equity markets are facing pressure as investors reduce exposure to risk assets amid escalating tensions.
Looking ahead, attention will shift toward key US data releases — Manufacturing PMI, Non-Farm Payrolls, ADP employment figures — all of which could influence Federal Reserve policy expectations.
For now, however, markets are driven by one theme: geopolitical escalation. Gold remains the primary beneficiary, silver is following closely, and uncertainty continues to dominate sentiment. #Rameeztrader01 

GOLD 🪙🥇