Geopolitical Analysis

Geopolitical Analysis

US-Iran Threats Lift Oil, But Gold Fades: XAUUSD Risk Signal

US-Iran threats keep the Middle East risk premium alive, but Gold erasing gains shows traders are not yet pricing an imminent military escalation. Higher oil supports an inflation-risk narrative, but that can also lift yields and the USD, limiting XAUUSD upside. Immediate Gold reaction is neutral-to