Macro3:19 PM ET

Gold could rebound above $4,800 if Fed pauses rate hikes, analysts say

By BORSA NewsroomPublished Oct 12, 2026, 3:19 PM EDTUpdated Oct 12, 2026, 3:34 PM EDT

Barron's analysis says a Fed pause could ease bond yield and dollar pressure on gold. CME FedWatch shows 78.4% chance of a pause. BofA sees gold above $4,800 next year; Metals Focus targets $5,330 for 2027. Dollar strength is a key risk.

Sentimentneutral 50

Neutral · 50 of 100

Impact40

low · stays off the top drivers

Confidence80%

high confidence · single wire

Eventdeveloping

v1 · alerted to followers

WHAT WE KNOW

CME FedWatch shows 78.4% probability of a Fed pause at October meeting.
Gold traded at roughly $4,200 on Monday, down 0.6%.