All Eyes on Inflation: U.S.-Iran War's Impact on Treasury Yields, Oil & Gas Prices

@CharlesSchwab's Collin Martin breaks down the state of treasury yields and the U.S.-Iran War's impact on them. He says for the most part, stagflation doesn't appear to a huge issue for the economy even though all eyes are on the inflationary front given the rising cost of oil and gas.

The Muni Bond Myth That Cost High-Earners Millions

For decades, the playbook for high-income investors was almost reflexive: put municipal bonds in your taxable account, put Treasuries and corporates in your IRA.

24/7 Wall Street • May 28, 2026

Gold Price Analysis – Gold Continues to Move with Bond Yields

Gold drops as rates rise on Thursday, as we continue to see higher yields work against the value of gold. At this point, we are seeing a lot of overhead pressures, but still have a longer-term bullish run possible.

FXEmpire • May 28, 2026

The Bond Market Is Sounding an Alarm -- It Could Mean Big Trouble for the Stock Market

CPI Inflation recently accelerated to a three-year high due to elevated energy prices tied to the U.S-Iran conflict. Treasury bond yields have risen sharply due to expectations that the Federal Reserve will pivot to interest rate hikes.

The Motley Fool • May 26, 2026

Kevin Warsh Inherits a Fed That Wall Street Has Almost Stopped Talking About

Kevin Warsh was sworn in as Federal Reserve Chairman this week, and the most striking thing about his arrival is how little Wall Street seems to care.

24/7 Wall Street • May 25, 2026

US Treasury rout tests Washington's tolerance for higher borrowing costs

President Donald Trump's room to wage war while maneuvering on economic policy is being tested by a force largely beyond his control: the bond market.

Reuters • May 24, 2026

War in Iran Continues to Impact the Energy Market, Bonds to Monitor & China Next Steps

Reid L'anson breaks down how the war in Iran is impacting the energy market. He says coming into the year thinking we'd be short on oil helped coming into geopolitical conflict, but every day the Strait of Hormuz stays closed we lose profit.

Opinion | You're Probably Overinvested in Bonds

The usual advice is to hold only 60% of your assets in stock. If you're wealthy, a 90/10 split is far better.

WSJ • May 21, 2026

The Bond Market Just Handed U.S. Taxpayers $2 Trillion in Bad News

For most of the past two years, investors have focused on the stock market's resilience.

24/7 Wall Street • May 20, 2026

SCHD, JEPI, or bonds: better buy as 10-year bond yield surges?

Income-focused investors are in a real dilemma as government bond yields surge amid the rising inflation rate in the United States. Do they invest in the blue-chip Schwab US Dividend Equity ETF (SCHD) or invest in the higher-yielding JPMorgan Premium Income ETF (JEPI).

Invezz • May 19, 2026