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PRECIOUS-Gold pressured by Bernanke remarks, dollar rise

Published 06/08/2011, 03:46 PM
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* Bernanke comments puncture expectations for imminent QE3

* Gold, silver down despite gains in oil

* ECB meeting expected to lay ground for July rate hike

* Coming up: US initial jobless claims,Trade balance Thurs (Recasts, updates prices, adds comment, link to graphic)

By Frank Tang

NEW YORK, June 8 (Reuters) - Gold fell on Wednesday as the dollar index gained and a day after Federal Reserve Chairman Ben Bernanke offered no hints of further U.S. monetary easing but acknowledging the economy has slowed.

Bullion investors were disappointed with the uncertainty over whether the Fed would embark on a third round of government bond buying, a form of money creation known as quantitative easing (QE). Gold is up 5 percent in the past three weeks on bleak U.S. economic data, including a weak jobs report.

"We know that the economy is weaker than the Fed would have wanted it to be," said Axel Merk, who manages $700 million mutual fund assets at Axel Investments .

"But it's too early for another round of QE, and that's reflected in the market," he said. "It was a gradual process as these things don't happen overnight."

The second round of quantitative easing, dubbed QE2, in which the central bank has bought $600 billion of government bonds to stimulate economic growth, is set to expire by the end of June.

Spot gold was down 0.5 percent at $1,534.64 an ounce at 2:56 p.m. EDT (1856 GMT). Bullion hit a record $1,575.79 an ounce on May 2.

U.S. gold futures for August delivery settled down $5.30 at $1,538.70 an ounce, after trading in a range between $1,531.80 and $1,547.40.

COMEX gold futures volume was below 110,000 lots, almost half its 30-day average. Volume has been lackluster since last week, a period when bullion prices have largely rangebounded.

Silver was down 1.4 percent at $36.60 an ounce, taking its direction from gold.

Most economists said that the Fed is not expected to tighten liquidity immediately after QE2, but it remains unclear if the U.S. central bank will use additional market stimulus.

Despite Wednesday's recovery in the dollar, in the longer term, gold is set to be supported by dollar weakness with the Fed showing no signs of reversing its easy interest rate policy.

The dollar was up half a percent against a basket of six other major currencies <.DXY>, but it hit a one-month low against the yen over U.S. economic worries. [FRX/]

POSSIBLE U.S. DEFAULT, ECB MEETING IN FOCUS

The dollar is still down nearly 10 percent against the euro so far this year, and is likely to post further losses. The ECB is widely expected to lay the ground for a July rate hike at its Thursday policy meeting this week.

Bullion ignored solid gains in oil prices after OPEC failed to reach a deal to increase output, raising fears of supply shortages later this year. [O/R]

(Graphic on gold-oil divergence: http://link.reuters.com/kam99r)

Gold did not budge after St. Louis Federal Reserve Bank President James Bullard said a U.S. default is the biggest risk facing the global economy. His comments came just hours after Fitch Ratings warned it could slash U.S. credit ratings if the government delays bond payments.

Bullard told Reuters on Wednesday "the U.S. fiscal situation, if not handled correctly, could turn into a global macro shock." [ID:nN08255123]

The Treasury Department says it can stave off default until Aug. 2. Republican leaders, who have said they agree the limit must be raised, say they will not approve a further increase in borrowing authority without steps to keep debt under control.

Gold is likely to be underpinned by safe-haven demand in wake of a possible U.S. default or credit ratings downgrade.

Among platinum group metals, platinum was down 0.6 percent at $1,817.70 an ounce, while palladium was down 0.5 percent at $800.10. Prices at 2:56 p.m. EDT (1856 GMT)

LAST/ NET PCT YTD

CLOSE CHG CHG CHG US gold 1538.70 -5.30 -0.3% 8.3% US silver 36.620 -0.426 0.0% 18.4% US platinum 1831.20 0.50 0.0% 3.0% US palladium 804.00 -3.80 -0.5% 0.1% Gold 1534.64 -8.21 -0.5% 8.1% Silver 36.60 -0.51 -1.4% 18.6% Platinum 1817.70 -10.85 -0.6% 2.8% Palladium 800.10 -4.28 -0.5% 0.1% Gold Fix 1537.75 2.25 0.1% 9.0% Silver Fix 36.22 -119.00 -3.2% 18.3% Platinum Fix 1818.00 0.00 0.0% 5.0% Palladium Fix 799.00 3.00 0.4% 1.0% (Additional reporting by Jan Harvey in London; Editing by Marguerita Choy)

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