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News · ▼ Bearish · 1 source confirmed · 2026-09-28 21:42 UTC

Treasuries Sink as US-Iran Talks Fail to Assuage Inflation Fears

Why now

Thesis: Iran talks stall, keeping inflation risk bid

Catalyst to watch: Renewed US-Iran negotiations or oil supply news

Main risk: Talks could resume and calm yields

Why it matters

Failed talks keep oil-risk inflation alive, pushing yields up and bond prices down.

Related assets & topics

Inflation20Y+ Treasury ETF · TLTTreasury Bonds

Sources

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