Commodities January 27, 2026

Gold Climbs to Record Above $5,200 on Haven Demand and Dollar Weakness

Metal markets buoyed by geopolitical concerns and U.S. policy uncertainty as silver and platinum hover near peaks

By Ajmal Hussain
Gold Climbs to Record Above $5,200 on Haven Demand and Dollar Weakness

Gold touched a fresh record above $5,200 an ounce before settling marginally lower, driven by strong demand for safe-haven assets and a weaker dollar. Persistent uncertainty over U.S. policy, comments from the U.S. president about Iran and the Federal Reserve, and recent geopolitical tensions supported gains across precious metals, with silver and platinum remaining close to their highs.

Key Points

  • Gold briefly hit a record $5,202.06 per ounce before settling at $5,179.41/oz; April futures rose to $5,215.46/oz - impacts metals markets and commodity traders.
  • Investor demand for havens strengthened after presidential comments about a second armada to Iran and related hopes for a deal - impacts geopolitical risk assessment and safe-haven flows.
  • Dollar weakness, driven by concerns over fiscal policy and Fed independence, supported gains in gold, silver, and platinum - impacts currency markets, central bank policy expectations, and commodity pricing.

Gold prices reached an all-time high above $5,200 an ounce on Wednesday, supported by robust safe-haven demand and continued weakness in the U.S. dollar that benefitted metals generally.

Spot gold eased slightly to $5,179.41 per ounce by 19:55 ET (00:55 GMT) after briefly peaking at $5,202.06 per ounce. On the futures market, April gold contracts jumped 1.8% to $5,215.46 per ounce.

Investors sought refuge in bullion following remarks from U.S. President Donald Trump that a second armada was headed towards Iran and that he hoped Iran would accept a deal with Washington. Those remarks helped sustain demand for havens amid heightened geopolitical risk.

Market participants pointed to uncertainty over U.S. policy as a central factor underpinning gold's advance this year. The metal's rally has coincided with episodes of global tension, including an incursion in Venezuela and diplomatic friction over Greenland, which together have contributed to risk-off flows into precious metals.

At the same time, weakness in the dollar amplified gains for metals. The dollar slid to multi-year lows this week amid investor concerns over expansive fiscal spending and questions about the Federal Reserve's independence under the current administration - dynamics that have pushed some investors toward safe assets such as gold.

President Trump said on Tuesday that he was close to naming his pick for the next Fed chair following Jerome Powell and expressed the view that interest rates would fall under new leadership at the central bank. A persistent public dispute between the White House and the Fed has been cited as another support factor for gold, as it has raised investor unease about the central bank's autonomy.

Other precious metals were also firm. Spot silver rose 1.2% to $113.4325 per ounce, while spot platinum gained 0.6% to $2,669.61 per ounce, with both metals remaining in the vicinity of recent record highs.


Market context and takeaway

Gold's move to a record level reflects a combination of increased geopolitical risk, dovish expectations for U.S. monetary policy tied to comments from the presidency, and a softer dollar that improves the appeal of dollar-denominated commodities. Silver and platinum tracked the broader sentiment in metals markets, staying close to their highs.

Information in this report is limited to the statements, price levels, and market drivers noted above.

Risks

  • Ongoing uncertainty over U.S. policy and geopolitical developments could continue to drive volatile flows into and out of precious metals - affecting metals markets and risk-sensitive asset classes.
  • Public pressure on the Federal Reserve and comments about future leadership may fuel further dollar weakness or policy uncertainty, influencing currency-sensitive commodities and fixed-income markets.

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