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FINWIRES

Update: Gold Falls as the Dollar and Yields Climb

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-- (Updates prices.)

Gold traded lower midafternoon Monday as the dollar and yields rose, forcing the precious metal below the tight range it has stuck within for the past month.

Gold for June delivery was last seen down US$112.20 to US$4,533.20 per ounce, the lowest since March 27.

The war on Iran has prompted some safe-haven demand for the metal, even as the higher oil prices that followed the start of the war on Iran is hiking inflation. This is raising concerns higher interest rates are on the way, which is bearish for the metal since it pays no interest.

"Gold remains supported by safe-haven demand as investors continue to watch the Middle East conflict, oil prices, and the yen. Any durable easing in the Strait of Hormuz would likely cool demand for defensive assets, but until shipping flows normalise, gold should remain sensitive to geopolitical headlines and shifts in real yields," Saxo Bank noted.

The dollar rose, with the ICE dollar index last seen up 0.2.9 points to 98.45. Treasury yields were sharply higher, with the U.S. two-year note last seen paying 3.975%, up 8.3 basis points, while the yield on the 10-year note as up 7.0 points to 4.449%

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3:00 Monday vs 3:00 Friday2yr 99-19 vs 99-24; 3.962% vs 3.884%5yr 99-00+ vs 99-12; 4.093% vs 4.018%10yr 97-14+ vs 98-00; 4.447% vs 4.375%30yr 95-23+ vs 96-22; 5.026% vs 4.963%2/10 48.280 bps vs 48.906 bps5/30 93.109 bps vs 94.299 bps

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Market Chatter: Carlyle Arranges Financing to Seed Next Flagship Buyout Fund

Carlyle (CG) has arranged a first-of-its-kind financing that will seed its next flagship buyout fund while repaying investors in some of its older funds, Bloomberg reported Monday, citing people with knowledge of the matter.The credit deal will total about $8.5 billion, and half of it will be composed of bank debt with the balance in preferred equity and common equity, the report said.Additionally, Carlyle will take a significant minority holding in the common equity with cash from its balance sheet and partners, the people said, according to the news outlet.Carlyle did not immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $50.11, Change: $+0.67, Percent Change: +1.36%

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US Biofuels Update: Soybean Futures Hit 6-Week High, Soybean Oil Surges

Biofuels feedstock futures closed higher on Monday, with soybeans surging to a six-week high due to a frost threat to emerging Midwest crops this week and higher crude oil prices amid increased tensions in the Middle East.The Chicago Board of Trade July soybean futures contract closed 1.58% higher at $12.22 per bushel, while the CBOT July soybean oil futures contract settled 1.90% higher at 76.59 cents per pound.On Thursday, the June ethanol futures contract on the Nymex ended 1.73% higher at $2.06 per gallon.Rhett Montgomery, DTN analyst, said the soybean market led the way, as traders had plenty of fundamental factors to trade on."The soybean market was bullish on Monday on a few factors such as positive energy influence, optimism ahead of President Trump's visit to China, and possibly weather risk as well with below average temperatures expected through this week across the US grain belt," the analyst said in a daily note.On the conflict in the Middle East, Montgomery said, "... US and Iran were reportedly in contact through the weekend but remain far apart on the details of any potential deal," Montgomery said.Meanwhile, the US Department of Agriculture on Monday reported that soybean inspections totaled 16.5 million bushels for the week ending April 30.Total inspections for 2025-26 are now at 1.222 billion bushels, down 24% from the previous year. USDA is estimating soybean exports to total 1.540 bb in 2025-26, down 18% from the previous year.Soybean inspections are running behind USDA's estimated pace, even as USDA's estimate of soybean ending stocks is 20% above the previous five-year average.