Innlegg

#IranOilRiskEscalates Oil is becoming a Fed problem again. Brent jumped 6.4% last week as tougher Iran sanctions and threats to shipping routes raised supply fears. If crude and diesel stay elevated, higher transport costs can feed directly into inflation just as markets hope price pressures are cooling. That's where crypto enters the story. A real energy shock could push yields and the dollar higher, helping gold while testing BTC's inflation-hedge narrative. Watch oil, then watch rates.