Commodities February 9, 2026

Gold Extends Rally, Up Nearly 1% as Markets Await Key U.S. Data

Precious metals climb further following a strong Friday session; investors await delayed jobs and inflation releases later this week

By Derek Hwang
Gold Extends Rally, Up Nearly 1% as Markets Await Key U.S. Data

Gold rose almost 1% on Monday, building on a roughly 4% jump on Friday, while silver advanced close to 5% after an almost 10% surge the prior trading day. The gains come as market participants wait for delayed U.S. jobs and inflation reports that could influence the Federal Reserve's policy outlook amid broader market uncertainty.

Key Points

  • Gold rose nearly 1% on Monday, following a roughly 4% increase on Friday - impacts precious metals markets and investor positioning.
  • Silver climbed almost 5% on Monday after surging about 10% on Friday - highlights strong demand within the metals sector relative to gold.
  • Traders are focused on delayed U.S. jobs and inflation data due later this week - these releases could affect expectations for the Federal Reserve and influence interest-rate-sensitive markets.

Summary

Gold prices moved higher on Monday, rising nearly 1% as the market continued to absorb last week’s sharp gains. The uptick followed an approximately 4% increase on Friday, and came alongside a strong move in silver, which climbed close to 5% on the day after an almost 10% jump during Friday’s session. Traders are positioning ahead of delayed U.S. economic data due later this week, with jobs and inflation figures expected to affect expectations for the Federal Reserve’s monetary policy.


Market moves

Throughout Monday’s trading session, the precious metals complex maintained upward momentum. Gold sustained gains that extended the prior week’s advance, which had pushed prices to the highest levels seen in several weeks amid broader market uncertainty. Silver outperformed, posting a larger percentage increase on Monday after a very strong rally at the end of last week.

The short-term move in both metals reflects heightened investor interest and repositioning as participants weigh recent price action against incoming macroeconomic data.


Investor focus and upcoming data

Market participants are concentrating on a slate of U.S. economic indicators that have been delayed and are now scheduled for release later this week. The key reports cited by traders include jobs and inflation numbers. These datapoints are being watched closely for the information they may provide about the Federal Reserve’s likely path on interest rates.

Analysts and traders expect the forthcoming releases to shape sentiment and trading decisions in the near term, given their potential to alter assumptions about economic growth prospects and interest rate trajectories.


Outlook

The current precious metals rally has occurred in an environment where broader market uncertainty is prompting reevaluation of growth prospects and potential rate paths. With the delayed U.S. reports due this week, market participants are likely to remain reactive to incoming data, which could either reinforce or slow the recent gains in gold and silver. Given the stated facts, the immediate direction of prices will depend on how the upcoming jobs and inflation figures affect expectations for monetary policy and economic momentum.

Risks

  • Scheduled but delayed U.S. jobs and inflation reports could trigger volatility in precious metals and broader markets depending on the data - affecting investor sentiment in financial markets.
  • Broader market uncertainty underpins current metal price gains; shifts in growth expectations could reverse recent moves - impacting commodities and interest-rate-sensitive sectors.
  • Near-term price direction hinges on incoming economic releases that could change assumptions about monetary policy - posing execution risk for traders and portfolio managers.

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