Middle East Crisis: Is the US Dollar Ultimate Beneficiary or Gold?

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Resistor 2: $2,700, a psychological figure

Resistor 3: $2,807, 61.8 Fib Extension

Main support levels

Support 1: $2,600, which is psychological support

Support 2: $2,540, one order block

Support 3: $2,425, 23.6 Fib retracement level

The fundamental analysis of gold

After COVID-induced high inflation, central banks adjusted to tightening policies, which attracted investors to yields and bonds. However, the war between Russia and Ukraine and subsequently the crisis in the Middle East hit the market. Investors fled safe-haven assets, and gold remained the top asset in times of risk aversion.

Now the Fed has aggressively cut rates and hinted at another 50 basis point cut at its next two meetings. The ECB, BoE and SNB have already started reducing financing costs. Moreover, central banks have bought gold. That is why the demand for gold has risen sharply.

The coming week is important for gold as Israel, along with Hamas, has responded aggressively to Lebanon and Iran. Escalation can result in further risk-off sentiment.

In short

Gold is the top priority for investors in a risk-averse environment. Moreover, the US dollar has been struggling to gain ground since August 2024 due to the Fed’s easing policy until mid-2025. Thus, gold’s upward trend remains intact given the escalated Israeli conflict in the Middle East.

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