The Decline of Gold’s Appeal as a Safe Haven: Are Prices Set to Plummet Again?

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Update: Tuesday, 29/07/2025 - 13:07 PM
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The US dollar showed remarkable strength at the beginning of last week in response to the passing of the trade agreement between the United States and the European Union. This trade deal appears to have a very favorable effect on the dollar, as the EU continues to face a 15% import tariff and is required to increase its purchases of American products, potentially leading to a more balanced trade deficit.

This suggests that the European Union’s trade surplus with the United States may diminish. Consequently, the robust performance of the US dollar is expected to continue influencing market movements in the European trading session on Tuesday.

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GOLD
Gold prices declined by $22.80 or 228 pips to $3,314.18 per troy ounce at the beginning of last week, even approaching $3,300 per troy ounce at one point.

The strength of the US dollar has put pressure on gold, and its appeal as a safe haven also seems to be waning. The US-EU trade agreement has significantly reduced the risks of a trade war, given that trade between the two regions accounts for around 30% of total global trade.

This agreement may continue to exert downward pressure on gold prices during the European trading session.


OIL
Oil prices (CLS10) surged by $1.90 to $66.95 per barrel during trading on Monday. The declining risks associated with a major trade conflict following the US-EU trade agreement provide a positive outlook for oil prices.

This situation contributes to an improved outlook for the global economy, indicating that demand for oil is likely to remain strong. This sentiment is expected to influence oil movements during the European trading session.


EURUSD
The EURUSD currency pair dropped by 1,552 points (155.2 pips) to 1.15862 during trading on Monday. As mentioned earlier, the US-EU trade agreement favored the dollar significantly.

This sentiment will likely continue to influence market movements during the European trading hours.


GBPUSD
The GBPUSD pair has decreased for three consecutive days, reaching its lowest level in over two months, impacted by expectations of a forthcoming interest rate cut by the Bank of England. On Monday, this currency pair fell by 893 points (89.3 pips) to 1.33486, with a cumulative drop exceeding 225 pips over the past three days.

In addition to the anticipated rate cut from the BoE, the strengthening US dollar adds significant pressure, which is expected to persist at the start of the European trading session.


USDJPY
The USDJPY pair recorded three days of consecutive gains, closing Monday’s trading at 148.575. Compared to Friday’s close, USDJPY rose by 821 points (82.1 pips) and increased over 200 pips in just three days.

The US-EU trade agreement has positively influenced the USDJPY. This sentiment is anticipated to impact USDJPY movements during the European trading session.


Nasdaq
The Nasdaq reached a new all-time high of 23,584 during trading at the start of last week. The US-EU trade agreement has had a favorable effect on the US stock index, including the Nasdaq.

Market participants are now optimistic about the resilience of the global economy, as the import tariffs imposed by the US following the trade agreement are significantly lower than the initial plans announced in early April. This positive sentiment is expected to continue influencing market movements during the European trading session.


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