Gold Research

US Dollar: Fed uncertainty tempers USD strength – MUFG

MUFG’s Lee Hardman notes the US Dollar has softened as Middle East tensions ease and Brent Oil retreats below USD90, reducing energy-driven inflation fears. The correction in energy prices has slightly lowered market-implied odds of a near-term Fed rate hike.

MUFG’s Lee Hardman notes the US Dollar has softened as Middle East tensions ease and Brent Oil retreats below USD90, reducing energy-driven inflation fears. The correction in energy prices has slightly lowered market-implied odds of a near-term Fed rate hike.

Gold impact rationale

Rising rate-hike or hawkish expectations increase gold's opportunity cost.

  • Source: FXStreet news
  • 2026-07-27
  • inflation
  • rates
  • dollar
  • risk

Topics: gold news, gold price impact, inflation, rates, dollar, risk