Commodities February 17, 2026

Gold Pauses After Sharp Drop as U.S.-Iran Talks Ease Risk Sentiment; Traders Eye Fed Signals

Thin Asian trading and a firmer dollar limit bullion moves ahead of Fed minutes and U.S. inflation data

By Priya Menon
Gold Pauses After Sharp Drop as U.S.-Iran Talks Ease Risk Sentiment; Traders Eye Fed Signals

Gold prices stabilised in Asian trade following a more than 2% decline the prior session, a fall prompted by improving risk appetite after reported progress in U.S.-Iran negotiations and a stronger U.S. dollar. Market participants awaited the Federal Reserve's January meeting minutes and the U.S. personal consumption expenditures inflation report for further guidance on interest-rate expectations.

Key Points

  • Gold steadied after a sharp decline, with spot gold at $4,884.16 an ounce and U.S. futures at $4,899.91.
  • Improved risk appetite on signs of progress in U.S.-Iran talks reduced safe-haven demand, contributing to a more than 2% drop on Tuesday.
  • Traders awaited the Fed's January meeting minutes and the U.S. personal consumption expenditures inflation report for further guidance on interest-rate expectations; the dollar's recent gains also pressured gold.

Gold steadied in Asian trading on Wednesday after a notable sell-off the previous day, as diplomatic developments and currency moves reduced some of the metal's appeal as a safe-haven asset. Trading volumes were light across the region amid Lunar New Year closures, which constrained price action.

Price moves

Spot gold was last reported up 0.1% at $4,884.16 an ounce by 20:24 ET (01:24 GMT). U.S. Gold Futures were slightly lower, dipping 0.1% to $4,899.91.

Drivers of the recent decline

On Tuesday the yellow metal tumbled more than 2% after investors grew more willing to take on risk following news that U.S. and Iranian negotiators had reached agreement on the main "guiding principles" of talks. That development raised the possibility of a diplomatic breakthrough and diminished some demand for bullion as a hedge against geopolitical risk.

The downward pressure on gold was reinforced by a firmer U.S. dollar, which increases the cost of the metal for holders of other currencies. The U.S. Dollar Index rose 0.1% during Asian hours, following a 0.3% gain on Tuesday. Expectations that near-term U.S. interest-rate cuts may be less likely also weighed on prices, since higher interest rates tend to be a headwind for a non-yielding asset like gold.

Focus on U.S. policy signals

Market participants entered the session cautious ahead of the release later in the day of minutes from the Federal Reserve's January policy meeting. Those minutes could offer additional detail on the timing and size of any potential monetary easing. Traders were also looking ahead to the U.S. personal consumption expenditures price index report for December, due on Friday. The PCE index is the Federal Reserve's preferred inflation gauge and could influence interest-rate expectations that are closely tied to gold's outlook.

Market context

Thin liquidity in Asian markets during the Lunar New Year holiday left precious metal prices more susceptible to incremental flows and to the influence of macroeconomic headlines. With both central bank messaging and incoming inflation data on the near-term calendar, investors were positioned to react to developments that could shift expectations for policy and for the dollar, each of which has a direct bearing on bullion.


Note: This report focuses on market moves, price levels and scheduled economic releases that are shaping short-term gold market positioning.

Risks

  • Geopolitical developments - Easing tensions between the U.S. and Iran reduced demand for gold as a safe-haven, affecting bullion market participants.
  • Currency moves - A stronger U.S. dollar makes gold more expensive in other currencies, weighing on price and impacting forex-sensitive sectors.
  • Monetary policy uncertainty - Shifts in expectations about the timing and scale of Fed easing, influenced by the Fed minutes and the PCE report, could prompt volatility in interest-rate sensitive assets including gold.

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