Keyword → OIL

Iran Conflict Pushes U.S. Treasury Yields Higher, Challenging Safe-Haven Narrative

Escalating conflict involving U.S. and allied forces in Iran has paradoxically lifted U.S. Treasury yields as investors reassess safe-haven strategies and inflation expectations. Rather than a typical flight into bonds, the 10-year Treasury yield climbed above 4%, reflecting market anxiety over sustained energy price pressures and the potential for inflation to derail expectations for Federal Reserve rate cuts.

Global Commodities Rally as Oil and Metals Extend Gains on Geopolitical Tensions

Oil and precious metals surged on Thursday amid renewed geopolitical tensions that raised concerns over supply disruptions, pushing Brent crude above $70 per barrel and driving gold and industrial metals prices to multi-year highs. Investors shifted allocations toward commodities, reflecting safe-haven demand and broader macroeconomic risk premiums across energy and metals markets.