Economic news

Gold Slips to 1-wk Low, Oil-Driven Rate Fears Lift US Yields

  • Iran war 'should have never happened', Beijing says
  • Brent crude up over 6% this week on supply concerns
  • US Treasury yields rise to their highest since May 2025

May 15 (Reuters) - Gold fell ​to a one-week low on Friday, as elevated oil prices stoked inflation fears, ‌boosting expectations of higher interest rates and sending U.S. Treasury yields near one-year highs.

Spot gold extended losses for a fourth consecutive session, and was down 2% at $4,557.25 per ounce by 0822 GMT, its lowest since May ​6. Bullion has lost 3.3% so far this week.

U.S. gold futures for June delivery ​lost 2.7% to $4,561.30.

Benchmark 10-year U.S. Treasury yields rose to a near one-year high, ⁠increasing the opportunity cost of holding gold.

"Gold is getting hit from all sides - rising oil ​has brought inflation back to the forefront, pushing yields higher and the dollar stronger, leaving the ​yellow metal as the unfortunate victim of the market's renewed rate-cut scepticism," said Tim Waterer, chief market analyst at KCM Trade.

The dollar has gained more than 1% so far this week, making greenback-priced bullion expensive for ​holders of other currencies.

Brent crude oil prices were up 6.6% this week, hovering above $108 a barrel, ​as the Iran war drags on, keeping the key Strait of Hormuz largely shut.

Gold prices have dropped more ‌than ⁠13% since the U.S.-Israeli war with Iran erupted on February 28.

A series of inflation reports this week showed the risk that rising energy costs could spill over to other goods and services, dimming hopes for near-term U.S. rate cuts.

Traders have largely priced out U.S. interest rate cuts this year, with ​markets anticipating a 39% ​chance of a ⁠hike by December, according to CME Group's FedWatch tool. FEDWATCH

While gold is seen as a hedge against inflation, high rates tend to weigh on the ​non-yielding asset.

On the geopolitical front, U.S. President Donald Trump departed China touting business ​deals that ⁠gave markets little to cheer, while Beijing warned Washington about mishandling Taiwan and said its war with Iran should never have started.

Meanwhile, gold discounts in India jumped to a record this week as a ⁠sharp import ​duty hike slowed demand and triggered investor selling, while ​investment demand kept Chinese premiums firm.

Spot silver fell 6.4% to $78.16 per ounce, platinum lost 2.7% to $1,999.60, and palladium was down ​0.7% at $1,427.39.

Reporting by Noel John in Bengaluru; Editing by Rashmi Aich, Sherry Jacob-Phillips and Emelia Sithole-Matarise

Source: Reuters


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