Treasuries

The dollar’s role as a safe haven triggered the rally after the Iran conflict broke out on Feb. 28.

Higher prices at the pump could cause a consumer spending or hiring slowdown, pressuring the economy. And that, in turn, would highlight the safe haven aspect of Treasuries.

Investors appear to have discounted President Donald Trump’s latest effort to soothe market angst over the war with Iran.

Rising oil prices and weak auctions have pummeled Treasuries in March.

There’s plenty of pent-up demand while an increase in home inventory could lead to lower prices, a Benchmark analyst says.

The housing market is likely to see higher demand over time, one analyst notes.

Stocks are rallying on optimism for peace talks, but the lack of details has primed volatility risk.

Another day of chaos for air travelers, Chevron CEO says energy markets should be more worried, cruise operators get a boost, and more news to start your day.

Rate traders are now pricing in a higher chance of a Fed rate hike this year than they are a rate cut.

Foreign owners of U.S. securities may eventually need to cash them in to pay for soaring oil costs.

Yields on the 2-year note suggest the Federal Reserve won’t be cutting rates for a very long time.

Echoes of the 2022 bear market are starting to ring on Wall Street.

Powell’s Fed press conference brought the unexpected, Micron smashes expectations, Trump temporarily waives the Jones Act, and more news to start your day.

History suggests the second half of March is a winner for the stock market.

Nvidia’s Huang predicts $1 trillion in hardware sales, government bonds will keep selling off, Nebius strikes a second big AI deal, and more news to start your day.

The S&P 500 looks cheap. Is it time to buy?

The benchmark S&P 500 has fallen around 3% since the first wave of U.S.-led attacks on Iran at the end of February.

Stocks in the semiconductor value chain were weak on Thursday.

For investors, the rhetoric has gone from the conflict being “over very soon” to “high oil prices for a year” in the span of a few days.

Oil prices continue to rise, February inflation report won’t help Fed’s next decision, Kevin Warsh’s Fed nomination is stuck, and more news to start your day.

Investors likely didn’t see a relative value case to buy a 10-year U.S. debt.

Oracle is soaring but so are oil prices. The latter means more to the stock market now.

Inflation worries, stoked by the impact of the Iran war on oil prices, are troubling the Treasury market. But there are other rworries, too.

These buyers represented 34% of sales in February, one of the largest shares in five years, a trade group says.

President Donald Trump sees the war in Iran ending ‘very soon,’adding that oil prices will decline quickly and shipping traffic through the Strait of Hormuz would return to normal.