Iran ceasefire

Macro Markets

Treasury Yields Whipsaw as Iran Ceasefire Forces Real-Time Repricing of Geopolitical Risk Premium

Fixed-income markets recalibrate stagflation fears as fragile two-week truce compresses 10-year yields from 4.36% to 4.25%, but stalled Strait of Hormuz traffic keeps energy-driven inflation premium alive.

7 min read ·