Silver Retreats Below $85 as US-Iran Tensions and Inflation Fears Weigh on Market

Bearish (-0.4)Impact: Medium

Published on May 12, 2026 (3 hours ago) · By Vibe Trader

Silver (XAG/USD) experienced a sharp reversal in the early European session on Tuesday, trading at $84.80 after being rejected at two-month highs just above $87.00 earlier in the day. This move snapped a four-day rally, with the decline attributed to rising US Treasury yields and a stronger US Dollar, both of which were fueled by souring market sentiment amid the deadlock in the US-Iran peace process [1]. The Greenback gained support as US President Donald Trump commented that the ceasefire is on 'life support,' following Tehran's rejection of the latest US peace proposal, raising concerns about a possible resumption of hostilities [1].

On the macroeconomic front, traders are awaiting the release of April's US Consumer Price Index (CPI), which is expected to show annual inflation accelerating to 3.7%, the highest since September 2023. Core inflation is forecast to grow at a more moderate 2.7% yearly rate, up from 2.6% in March, but still above the Federal Reserve's target rate. Investors are cautious, as a higher-than-expected inflation reading could strengthen the case for a hawkish shift in the Fed's forward guidance [1].

Technically, silver is undergoing a bearish correction, with indicators such as the Relative Strength Index (RSI) easing back toward the upper-mid range near 68, and the Moving Average Convergence Divergence (MACD) remaining in positive territory. This suggests that bullish momentum is moderating but not yet exhausted. Bears are expected to encounter strong support between the April 17 high near $83.00 and the May 7 high around $82.15, with trendline support from early May lows at $82.25. If these levels are breached, the next downside target is the May 11 low near $79.00. On the upside, immediate resistance is seen at session highs near $87.20, with further bullish targets at the March 10 high in the $90.00 area [1].

CONCLUSION

Silver's retreat below $85 reflects heightened geopolitical risks and inflation concerns, leading to a cautious market tone. Technical indicators suggest the correction may continue, with key support levels in focus. Investors are closely watching upcoming US inflation data for further direction.

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