How the Iran war is repricing global assets; Oil, dollar, bond yields, inflation, rates and gold all react
The ongoing Iran war has led to a significant increase in oil prices, affecting various global assets, including the US dollar, bond yields, inflation, and gold prices. The conflict's outcome remains uncertain, and its impact on the global economy is being closely monitored.
The Iran war has caused oil prices to jump over 40% since its start. The US dollar has strengthened, with the US dollar index gaining nearly 2% in the last month. Rising oil costs have also added to inflation, which remains sticky in the US economy. The US Fed is projected to hold rates steady for most of 2026, but a rate hike is possible if war-induced oil price increases drive long-term inflation. Bond yields have spiked, with both 5-year and 10-year US bond yields rising in the last 30 days. Gold and silver prices have fallen due to liquidity crises and selling sprees.
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