Gold Sets New Record Amid Dovish Fed Signals and Global Turmoil

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Update: Monday, 22/09/2025 - 17:24 PM
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The volatility in the global financial markets remains elevated during the European session, driven primarily by the dovish signals from the U.S. Federal Reserve (The Fed). The central bank indicated a possibility of reducing interest rates by two more times before the year concludes. This factor has constrained the recovery of the U.S. Dollar, which had recently rebounded from several years of lows, while simultaneously enhancing the appeal of safe-haven assets. Today, Gold has once again set a new historical record, affirming its attractiveness amidst market uncertainties.

Furthermore, the rising geopolitical risks from the Russia-Ukraine war are an additional element fueling the flow of investments into Gold as a safe-haven. Buyers appear to remain active even in a generally positive risk sentiment environment, which typically tends to diminish the demand for safe-haven assets.

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GOLD

Gold prices have surged to a new all-time high during the European session, reaching $3,726.70 per ounce. The primary catalyst is the dovish stance from The Fed, which predicts two more interest rate cuts by the end of the year. The escalating geopolitical tensions from the conflict in Russia and Ukraine are also supportive of this price move. This combination of fundamental factors is expected to encourage Gold to break new records during the upcoming U.S. session tonight.


OIL

Oil prices continued a bearish trend during the European session, after three consecutive days of declines. Prices experienced a brief uptick early in the session following Russia’s airstrikes in western Ukraine near the Polish border. Concerns about a sluggish U.S. economic outlook impacting demand have emerged as a major negative factor for Oil. High volatility with a bearish tendency is anticipated to dominate Oil movements during the U.S. session tonight.


EURUSD

The EURUSD pair was able to gain strength during the European session, reaching a peak of 1.17696 ahead of the anticipated speech by Fed Chair Jerome Powell on Tuesday. The forecast of two more interest rate cuts by the year-end acts as a primary catalyst for this pair. The potential for short-term bullish momentum in EURUSD is expected to continue into the U.S. session tonight.


GBPUSD

Similar to the EURUSD, the GBPUSD pair also strengthened during the European session, hitting a daily high of 1.35030. This increase occurs amid renewed concerns regarding the fiscal outlook in the UK and dovish signals from The Fed, which predicts two further interest rate cuts before the year’s end. This situation could keep GBPUSD movements volatile during the U.S. session tonight.


USDJPY

The USDJPY movement during the European session tended slightly downward, coinciding with the strengthening of the Japanese Yen. The market perceives that the Bank of Japan (BoJ) is likely to remain on a course of policy normalization, contrasting with The Fed’s dovish signals predicting two interest rate cuts ahead. The potential for a short-term decline in USDJPY remains quite open as the U.S. session approaches tonight.


NASDAQ

The Nasdaq Index declined during the afternoon European session, hitting a low of 24,748. Profit-taking following record highs has been one reason for the decrease in this tech-dominated index. Nasdaq’s movements are expected to remain volatile, as investors will review upcoming macroeconomic data to ensure that the anticipated monetary easing path remains on track.

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