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Gold falls as rising US Treasury yields strengthen the US Dollar

Gold (XAU/USD) attracts sellers on Tuesday, snapping a two-day winning streak as a firmer US Dollar (USD) and rising long-term US Treasury yields weigh on the precious metal. At the time of writing, XAU/USD trades around $4,393, down 0.50% on the day.

Gold Price Forecast: XAU/USD eases below $4,400 as US yields rally

Gold (XAU/USD) shows moderate losses on Tuesday, weighed by higher US Treasury yields and a risk-averse sentiment, which has triggered a mild US Dollar recovery.

Swiss Franc: Growing role as funding currency – ING

Chris Turner at ING highlights low volatility weighing on the Swiss Franc (CHF) and Japanese Yen (JPY), with investors increasingly favouring franc funding to avoid potential Yen intervention. Short CHF/JPY is seen as a carry-positive way to express a Yen view.

Euro ticks higher against the British Pound after upbeat German economic sentiment 

The Euro (EUR) nudges higher against the British Pound (GBP) on Tuesday, buoyed by positive German economic sentiment figures while, in the UK, June’s employment report failed to convince investors.

Japanese Yen: Bearish bias within tight range against US Dollar – UOB

United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann note USD/JPY’s slight increase in upward momentum after trading between 158.82 and 159.59 still falls short of signaling a sustained advance, keeping intraday price action likely confined to 159.00–159.80.

Thailand: Middle East shock tests growth – DBS

DBS Group Research economist Chua Han Teng reviews Thailand’s latest macro data, noting Real Gross Domestic Product (GDP) growth slowed to 1.9% year-on-year in 2Q26 from 2.8% in 1Q26, bringing 1H26 growth to 2.4%.

Silver price today: Silver falls, according to FXStreet data

Silver prices (XAG/USD) fell on Tuesday, according to FXStreet data. Silver trades at $64.97 per troy ounce, down 1.25% from the $65.79 it cost on Monday.

Euro remains subdued following German ZEW Survey data

EUR/USD depreciates after three days of gains, trading around 1.1570 during the European hours on Tuesday. The pair loses ground as the Euro (EUR) remains subdued following the release of German ZEW Survey data.

China: Credit-light growth reshapes loan demand – Standard Chartered

Standard Chartered’s Carol Liao and Moriarty Lam analyze slowing loan growth in China despite stable real Gross Domestic Product (GDP) and recent reflation.

British Pound trades lower against US Dollar after soft UK employment data

The British Pound (GBP) is down 0.1% to near 1.3530 against the US Dollar (USD) during the European trading session on Tuesday. The British currency comes under pressure after the release of the United Kingdom (UK) employment data for three months ending June.

WTI consolidates below $84.50, two-week top as bullish bias remains amid Hormuz standoff

West Texas Intermediate (WTI) – the benchmark US Crude Oil price – extends its consolidative price move through the first half of the European session and currently trades near the $84.25-$84.30 area, close to a two-week high set earlier this Tuesday.

United States: August inflation profile – TD Securities

TD Securities’ Macro Research team, led by Oscar Munoz and Molly Brooks, projects a stronger US August CPI profile. Headline CPI is seen rising 0.39% month-on-month, with gasoline and food inflation rebounding.

Canadian Dollar receives support from firm oil prices

USD/CAD extends its losses for the fourth successive day, trading around 1.3870 during the European hours on Tuesday. The currency pair depreciates as the commodity-linked Canadian Dollar (CAD) gains support from firming crude oil prices.

Germany ZEW Survey - Economic Sentiment improves more than expected to 34.2 in August

German ZEW Survey - Economic Sentiment arrives at 34.2 in August, beating the estimates of 30.0 and the July reading of 26.3.

US Dollar: Dovish Fed repricing versus strong flows – BBH

Brown Brothers Harriman’s (BBH) Elias Haddad highlights a mixed backdrop for the Dollar, with dovish Federal Reserve (Fed) repricing seen capping US Dollar (USD) rebounds even as foreign demand remains strong.

Fiscal concerns and doubts on Fed independence send US yields to long-term highs

US Treasury yields keep rising across the curve this week, with the yield for the 30-year Treasury bond reaching its highest level since 2007, during the global financial crisis, at 5.33% so far on Monday.

Brent: Rally extends above $91/bbl – ING

ING strategists Ewa Manthey and Warren Patterson note that Brent Oil has extended its rally, trading above $91/bbl as geopolitical risks and supply concerns support prices.

Euro: Overvaluation and energy risks weigh against US Dollar – MUFG

MUFG’s Halpenny notes that EUR/USD remains capped near its 200-day moving average at 1.1630 and is 2.5%-3.0% overvalued in the bank’s short-term model.

AUD/USD Price Forecast: Holds breakout near 0.7100

The Australian Dollar (AUD) trades almost flat at around 0.7100 against the US Dollar (USD) during the European trading session on Tuesday, but is close to its over two-month high of 0.7130 posted on Monday.

Dow Jones futures drop as soaring US yields, US-Iran friction rattle markets

Dow Jones futures fall by 0.25%, trading around 53,410 during European hours on Tuesday. Meanwhile, S&P 500 futures decline 0.52% to near 7,730, and Nasdaq 100 futures slip 0.92%, trading near 29,820.

United Kingdom: Stagnation with stabilisation signs – Deutsche Bank

Deutsche Bank’s Chief UK Economist Sanjay Raja notes that while the United Kingdom (UK) economy has exceeded expectations, the labour market remains stagnant, with the jobless rate stuck at 4.9% and payrolled employees falling.

Canadian Dollar: Fragile recovery tied to US – Commerzbank

Commerzbank FX analyst Michael Pfister highlights that the Canadian Dollar’s recent weakness contrasts with a fragile recovery in Canada’s real economy.

New Zealand Dollar declines due to increased risk aversion

NZD/USD depreciates after two days of losses, trading around 0.5880 during the European hours on Tuesday. The pair depreciates as the US Dollar (USD) holds ground on safe-haven flows amid escalating geopolitical tensions between the US and Iran.

United States Dollar Index extends recovery from two-month low; trades above 99.50

The US Dollar Index (DXY), which tracks the Greenback against a basket of currencies, builds on the overnight goodish rebound from the 99.30 area, or the lowest level since June 5, and gains some follow-through traction on Tuesday.

GBP/JPY Price Forecast: Pound steadies below the 216.35 resistance area

The British Pound (GBP) edges higher against the Japanese Yen (JPY) on Tuesday and extends gains for the third consecutive day, despite the mixed UK employment figures seen earlier on the day.

Australian Dollar: Upside risk targets 0.7150 against US Dollar – UOB

United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann highlight that AUD/USD strength remains intact after a jump to 0.7129, though overbought conditions should confine intraday moves to a 0.7090–0.7130 band.

British Pound: Softer as jobs data cools hikes – ING

ING’s Chris Turner reports a firmer EUR/GBP after UK labour data, with economist James Smith highlighting a cool jobs market and minimal wage pressures, implying little impetus for Bank of England hikes this year.

Japanese Yen hits drift closer to the key 160.00 level as risk appetite fades

The Japanese Yen (JPY) accelerates its decline as the US Dollar (USD) draws support from a sourer market mood, with investors wary of a re-escalation of tensions in the Middle East.

Indian Rupee remains weak due to higher oil prices, RBI closes FCNR (B) window

The Indian Rupee (INR) trades with caution against the US Dollar (USD) on Tuesday. The USD/INR is close to its fresh three-week high of 95.85 despite potential Reserve Bank of India (RBI) intervention.

Gold sticks to losses below $4,400 as USD recovers further from two-month low

Gold (XAU/USD) remains depressed below the $4,400 mark through the first half of the European session on Tuesday, snapping a two-day winning streak amid a broadly firmer US Dollar (USD).

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