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Gold Prices Retreat as Global Interest Rates Climb Amid Middle East Tensions

yonhap_finance · 2026-09-02

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Gold prices have fallen back as rising geopolitical tensions in the Middle East drive up oil prices and global bond yields, dampening investor sentiment.

What Happened

Gold Price Reversal: Domestic gold prices have shifted downward following a recent rally, pressured by rising global interest rates. On the 2nd, the closing price of gold in Korea fell 2.79% to 190,810 won per gram.

Geopolitical Risks: The resumption of hostilities between the U.S. and Iran has triggered a surge in international oil prices, fueling renewed inflation concerns. This geopolitical volatility has reduced the relative appeal of gold, which typically serves as a safe-haven asset.

Rising Yields: The spike in oil prices has exerted upward pressure on sovereign bond yields, including U.S. 10-year Treasuries, which have climbed above 4.8%. A stronger dollar index has further increased the opportunity cost of holding non-interest-bearing assets like gold.

Market Outlook: Analysts suggest that the simultaneous rise in oil, the dollar, and bond yields is creating significant downward pressure on precious metals. With market expectations for a September FOMC rate hike increasing, gold prices are expected to remain volatile in the near term.

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