Bond Market Could Recover With or Without War Ending -- Market Talk
Dow Jones2026/10/09 19:421541 ET - The recovery of the U.S. government bond market is not intrinsically tied to the war in Iran ending, BMO analysts say in a research note. They've heard chatter from investors who think that only the end of the conflict will reverse the selloff in Treasuries, but they're skeptical. It's hard to envision a resolution to the conflict in the current geopolitical climate, the analysts say. Treasurys also can't just sell off indefinitely, they say. And the primary channel for the war to impact global markets has been through the energy sector so far, and the correlation between oil and yields has withered recently, the analysts say. (dean.seal@wsj.com) (END) Dow Jones Newswires October 09, 2026 15:42 ET (19:42 GMT)
1541 ET - The recovery of the U.S. government bond market is not intrinsically tied to the war in Iran ending, BMO analysts say in a research note. They've heard chatter from investors who think that only the end of the conflict will reverse the selloff in Treasuries, but they're skeptical. It's hard to envision a resolution to the conflict in the current geopolitical climate, the analysts say. Treasurys also can't just sell off indefinitely, they say. And the primary channel for the war to impact global markets has been through the energy sector so far, and the correlation between oil and yields has withered recently, the analysts say. (dean.seal@wsj.com)
(END) Dow Jones Newswires
October 09, 2026 15:42 ET (19:42 GMT)
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