The Bond Market Will End The War In Iran

Stocks rebounded as oil and interest rate increases paused, but September risks a 3-5% pullback if yields rise further. Economic data shows continued expansion, with factory activity and employment growth supporting resilient consumer spending. Bond yields are rising across the curve due to war-driven inflation, fiscal deficits, and market expectations of a Fed rate hike. I expect the Fed to hold rates steady, but another breakout in yields could force a rapid geopolitical shift and influence markets.

Stocks bounced back after a three-day losing streak as the rise in oil prices and interest rates stalled, and investors shopped for bargains, choosing to focus on stellar earnings growth. Still, the growing concerns about oil, inflation, bond yields, and a possible interest rate hike by the