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Gold Falls as Renewed US-Iran Tensions Dampen Rate Cut Hopes

  • U.S. to blockade strait of Hormuz
  • Gold drops to lowest since April 7
  • Oil prices jump back above $100 a barrel
  • Dollar climbs to near one-week high

April 13 (Reuters) - Gold prices declined on Monday as renewed fears of a ‌wider Middle East conflict spurred by failed U.S.-Iran talks boosted oil prices, fueled inflation concerns and reduced expectations of U.S. Federal Reserve rate cuts this year.

Spot gold fell 0.6% at $4,719.54 per ounce, as of ​0918 GMT, after hitting its lowest since April 7 earlier in the ​day. U.S. gold futures for June delivery dropped 1% to $4,741.70.

The U.S. military ⁠said it will begin a blockade of all maritime traffic entering and exiting Iranian ports ​and coastal areas on Monday, following failed weekend talks to end the war with Iran.

Iran's ​Revolutionary Guards responded, warning that military vessels approaching the Strait of Hormuz would be considered a breach of the two-week ceasefire and dealt with harshly and decisively.

"With no US-Iran breakthrough over the weekend, ​the risk of a wider war is once again being priced in, threatening ​higher energy costs and a more aggressive Fed," said Zain Vawda, analyst at MarketPulse by OANDA.

Oil prices rose ‌above $100 ⁠a barrel as markets asssesed the U.S. blockade on the strait.

The dollar rose to a near one-week high, making greenback-priced bullion more expensive for holders of other currencies.

Spot gold has fallen more than 10% since the U.S.-Israeli war on Iran began on February 28. While ​gold is typically viewed ​as a hedge ⁠against inflation and geopolitical risks, elevated interest rates weigh on the non-yielding metal.

Markets now assign a 16% chance of a U.S. ​rate cut of at least 25 basis points at the Fed's ​December meeting, ⁠according to CME's FedWatch Tool, down from 21% a day earlier.FEDWATCH

"If gold remains between (current) price levels, it could consolidate until a definitive resolution on Iran and the Strait of ⁠Hormuz ​is reached. A break of the $4,500/oz level could facilitate ​a move toward the $4,100/oz handle," Vawda added.

Among other metals, spot silver fell 2% to $74.36 per ounce, platinum ​lost 0.6% to $2,033.50, while palladium gained 0.4% to $1,527.20.

Reporting by Pablo Sinha in Bengaluru; Editing by Tasim Zahid

Source: Reuters


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