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Gold

XAUCOMEX Gold

The premier precious metal and safe-haven asset, priced in $/troy oz on COMEX and driven by real interest rates, dollar strength, and risk sentiment.

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Gold trades on COMEX (CME Group) in contracts of 100 troy ounces. It is the archetypal safe-haven asset — historically holding or gaining value during equity bear markets, banking crises, and geopolitical stress.

Gold's key macro drivers are real interest rates (gold yields nothing, so rising real rates increase its opportunity cost) and the US dollar (gold is dollar-denominated; a stronger dollar makes gold more expensive for foreign buyers). The relationship with real rates is particularly tight: gold tends to rally when real 10-year Treasury yields are falling or deeply negative.

Central bank buying has been a structural support since 2022, with EM central banks diversifying reserves away from the dollar. Physical demand from India and China adds a seasonal demand layer.

Example

Gold trades at $2,380/oz. One COMEX contract (100 oz) has a notional value of $238,000. A $50/oz move generates $5,000 per contract. Initial margin is approximately $9,000 — roughly 26:1 notional leverage.

#commodities#precious-metals#safe-haven

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