# [24H] Safe-haven assets (gold, USD, JPY, CHF) see inflows on US–Iran and Russia–Ukraine risk

*Issued Monday, May 4, 2026 at 7:17 AM UTC — Hamer Intelligence Services Desk*

**Issued**: 2026-05-04T07:17:09.055Z (6h ago)
**Expires**: 2026-05-05T07:17:09.055Z (18h from now)
**Category**: ECONOMIC | **Confidence**: 75% | **Impact**: HIGH
**Risk Direction**: volatile
**Affected Regions**: Global financial markets, Major financial centers (New York, London, Tokyo, Zurich)
**Affected Assets**: Gold, US Dollar (DXY), Japanese Yen, Swiss Franc, EM FX of large oil importers
**Permalink**: https://hamerintel.com/data/forecasts/8070.md
**Source**: https://hamerintel.com/forecasts

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## Prediction

In the next 24 hours, gold and traditional safe-haven FX (notably USD, JPY, CHF) are likely to experience net inflows and upward pressure as markets react to the dual shocks of a militarized Hormuz and intensifying Russia–Ukraine deep-strike campaigns. The explicit mention of added upside volatility for gold and safe-haven FX in current alerts suggests traders are already repositioning. Meanwhile, risk-sensitive equities and EM FX with oil-import exposure may underperform. A sharp US equity rally or clear de-escalation signal could partially offset flows, but risk-off sentiment will likely dominate near term.

## Drivers

- Flash alerts explicitly linking Hormuz escalation to volatility in gold and safe-haven FX
- Elevated CENTCOM and EUCOM threat levels
- Mass drone warfare in Ukraine and strikes reaching Moscow
- Historical correlation between Gulf crises and safe-haven demand