Commodities May 5, 2026 10:51 PM

Gold Climbs as Middle East Tensions Ease and Dollar Retreats

Metals gain after U.S. pause in Strait of Hormuz operation and softer oil pressures temper inflation concerns

By Avery Klein

Gold prices rose in Asian trade as a weaker U.S. dollar and falling oil prices accompanied signals of de-escalation in the Middle East. Spot gold and U.S. futures both advanced, while other precious metals also recorded gains. Comments from U.S. leadership that paused a maritime operation and signalled progress toward an Iran deal helped unwind some risk premia that had previously driven energy and inflation fears.

Gold Climbs as Middle East Tensions Ease and Dollar Retreats

Key Points

  • Spot gold rose 1.8% to $4,637.14 an ounce by 22:47 ET (02:47 GMT); U.S. June gold futures climbed 1.7% to $4,647.31.
  • U.S. President Donald Trump said Washington would pause an operation to restore commercial shipping through the Strait of Hormuz and indicated a deal with Iran was close, easing geopolitical tensions.
  • Oil prices fell after the comments, and the U.S. dollar weakened - both factors that helped relieve inflation concerns and supported gains in gold and other precious metals.

Gold moved higher in Asian trading on Wednesday, supported by a softer dollar and declining crude prices as signs of reduced tensions in the Middle East eased immediate inflation concerns.

Spot gold rose 1.8% to $4,637.14 an ounce by 22:47 ET (02:47 GMT). U.S. Gold Futures for June climbed 1.7% to $4,647.31. The yellow metal had gained nearly 1% in the prior session.

Developments in Washington contributed to the market shift. U.S. President Donald Trump said on Tuesday that Washington would pause an operation aimed at restoring commercial shipping through the Strait of Hormuz and that a deal with Iran was close. The announcement marked a turn toward diplomacy after heightened tensions earlier in the week, when Trump’s "Project Freedom" initiative to secure maritime routes through the strait triggered a military response from Iran and pushed oil prices sharply higher.

Gold, long viewed as a safe-haven asset, had been pressured as the earlier spike in energy prices fed inflation concerns and strengthened expectations that interest rates could remain higher for longer - dynamics that typically weigh on non-yielding bullion. The subsequent pullback in crude prices in Asian trading after the Washington comments eased some worries about prolonged supply disruptions and helped temper inflation expectations, which provided relief to gold markets even as geopolitical risk premiums declined.

Currency moves also supported the rally. The U.S. dollar weakened against major peers on growing optimism over a potential U.S.-Iran agreement, making gold relatively cheaper for holders of other currencies. The DXY traded 0.2% lower in early Asian hours.

Other precious metals registered notable gains. Silver jumped 3% to $75.08 per ounce, while platinum rose 1.7% to $1,990.72 per ounce.


This market response reflects a mix of geopolitical developments, energy price dynamics, and currency movements that together influenced inflation expectations and demand for safe-haven assets.

Data points and price moves referenced above are based on trading in Asian hours and market quotes available at the noted times.

Risks

  • Renewed military escalation in the Middle East could reverse the easing in geopolitical risk premia and push oil prices and inflation expectations higher, pressuring non-yielding bullion markets - impacting energy and precious metals sectors.
  • Persistently higher interest rate expectations, if driven by renewed inflationary pressures, would weigh on gold and other non-yielding assets - affecting bond markets and safe-haven demand.
  • Currency volatility, including potential strengthening of the U.S. dollar, could make gold more expensive for foreign buyers and damp demand - influencing foreign exchange-sensitive commodity flows.

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