Gold consolidates after early-week rally as markets eye US inflation and geopolitics

Beincrypto reports that Gold (XAU/USD) entered a consolidation phase after an early-week rally and still managed to register weekly gains despite losing more than 4% in the final week of 2025. After trading normalized, XAU/USD rose more than 2.5% on Monday and gained a further 1% on Tuesday before renewed US dollar strength and CME margin hikes knocked back momentum.

US data this week included ADP private payrolls rising by 41,000 in December and the ISM Services PMI improving to 54.4, with the Employment Index moving back above 50; the BLS later reported Nonfarm Payrolls up 50,000 in December and the unemployment rate easing to 4.4%. Supply and market moves also featured: China announced export controls on silver that helped XAG/USD jump over 10% in two days, pushing the Gold/Silver ratio to around 57, its lowest since August 2013, while Bitcoin is down 26% from its October peak amid a notable rotation into precious metals.

Traders will watch US inflation data closely — the BLS will publish December CPI on Tuesday, with the report and monthly core prints seen as potential short-term catalysts (a 0.3% monthly core CPI print or higher could boost the USD, while readings below 0.2% might help XAU/USD).

Key Topics

Business, Gold, Silver, Gold/silver Ratio, Us Cpi, China Export Controls