Inflation Expectations

Silver came under pressure as the 30-year Treasury yield held near 5.31%, overpowering any support from a softer dollar backdrop. Brent crude above $91 a barrel has revived inflation concerns, leaving traders focused on FOMC minutes and Jackson Hole for the next rate signal.

WTI crude oil enters the new trading week near a one-month high after Friday’s push through the $80.000 and $81.000 areas. Traders are watching whether Middle East tension keeps prices supported or whether calmer weekend developments allow a pullback.

Bitcoin is caught between falling market-based inflation expectations and rising consumer inflation fears as renewed conflict involving Iran jolts oil prices. Traders are watching whether Fed minutes from the June meeting reinforce caution around rates while BTC hovers near $62,000.

Bitcoin and major cryptocurrencies traded lower after renewed U.S.-Iran aerial strikes lifted crude oil and kept the dollar firm. The escalation added fresh pressure to risk assets as traders weighed inflation concerns and the possibility of higher interest rates.

Gold and silver prices rebounded after soft U.S. labor data reduced expectations for another Federal Reserve rate increase and weighed on the U.S. dollar and Treasury yields. Technical traders are watching whether gold can clear $4,200 and whether silver can break above $64.50 to confirm a stronger recovery.

Euro area growth is softening, yet policy makers may be becoming more alert to the risk that inflation expectations re-ignite. With Brent crude still elevated and confidence weakening, the ECB’s next move could tilt toward cautionary tightening rather than cuts.