Gold Research

US Dollar: Energy shock may delay renewed downtrend – MUFG

MUFG’s Derek Halpenny notes that ongoing Middle East conflict, stronger United States (US) data and crude Oil risks are limiting US Dollar (USD) selling. Better manufacturing and retail figures have not shifted Fed expectations much, but a full hike remains priced by year-end.

MUFG’s Derek Halpenny notes that ongoing Middle East conflict, stronger United States (US) data and crude Oil risks are limiting US Dollar (USD) selling. Better manufacturing and retail figures have not shifted Fed expectations much, but a full hike remains priced by year-end.

Gold impact rationale

Rising geopolitical risk strengthens gold's defensive appeal.

  • Source: FXStreet news
  • 2026-07-17
  • geopolitics

Topics: gold news, gold price impact, geopolitics