Iran Sanctions Standoff: Why Frozen Assets and Oil Markets Define the Next Leg
Trump’s refusal to unfreeze Iranian assets before a ceasefire deal—announced this weekend—just handed bond and commodity markets their next catalyst. The administration’s explicit linkage of sanctions relief to a comprehensive agreement means the 10-year Treasury yield’s 14-basis-point surge to 4.54% and crude oil’s stubborn hold at $90.54 aren’t coincidental. They’re repricing Middle East geopolitical premium … Read more