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Commodity · ▼ Bearish · 9 sources confirmed · 2026-09-28 05:02 UTC

Bond Selloff Resumes as Oil Rises After Trump Spurns Iran Offer

Why now

Thesis: Oil-driven inflation fear resumes bond selloff

Catalyst to watch: Iran diplomacy headlines and crude inventories

Main risk: Oil reverses and yields retrace lower

Why it matters

Oil rising on stalled Iran diplomacy feeds inflation expectations, pushing bond yields higher and prices lower.

Related assets & topics

EnergyOil20Y+ Treasury ETF · TLT

Sources

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