Bond Markets Are Signaling That Investors Expect This Conflict to Get Worse Before It Gets Better

Bond markets are sending an unmistakable warning: the U.S.-Iran conflict that began on February 28, 2026, is not priced as a short-term disruption.

Bond markets are sending an unmistakable warning: the U.S.-Iran conflict that began on February 28, 2026, is not priced as a short-term disruption.