Headlines
Financial TimesWorld’s worst-performing market slashes minimum price for stocksBloomberg MarketsNifty Nears Oversold Zone After Longest Weekly Losing Streak in Over Six YearsFinancial TimesAustralia’s biggest gold miner rejects $27bn takeover bidBloomberg MarketsGlobal Funds End Underweight Position on China After Four YearsBloomberg MarketsUK Police Investigate Potential Terror IncidentBloomberg MarketsGoTo Shares Plunge After Stock Exchange Removes Price FloorBloomberg MarketsBond Selloff Resumes as Oil Rises After Trump Spurns Iran OfferBloomberg MarketsHSBC Makes Big Push for Affluent Clients in India to Fuel GrowthBloomberg MarketsSeoul Demands Ukraine Apology Over North Korea POW DisclosureBloomberg MarketsNomura's Wang: US Can Absorb More Rate HikesBloomberg MarketsDavid Perdue: US Taiwan Policy Unchanged After TalksFinancial TimesTrump hosts Anthropic boss Dario Amodei at White House dinnerBloomberg MarketsBooms Don't Last Forever: Japan's KatayamaBloomberg MarketsGold Slumps as Hormuz Impasse Keeps Rate-Hike Bets ElevatedBloomberg MarketsOil, AI Demand Give Ringgit Room to Rally, Strategists SayFinancial TimesWorld’s worst-performing market slashes minimum price for stocksBloomberg MarketsNifty Nears Oversold Zone After Longest Weekly Losing Streak in Over Six YearsFinancial TimesAustralia’s biggest gold miner rejects $27bn takeover bidBloomberg MarketsGlobal Funds End Underweight Position on China After Four YearsBloomberg MarketsUK Police Investigate Potential Terror IncidentBloomberg MarketsGoTo Shares Plunge After Stock Exchange Removes Price FloorBloomberg MarketsBond Selloff Resumes as Oil Rises After Trump Spurns Iran OfferBloomberg MarketsHSBC Makes Big Push for Affluent Clients in India to Fuel GrowthBloomberg MarketsSeoul Demands Ukraine Apology Over North Korea POW DisclosureBloomberg MarketsNomura's Wang: US Can Absorb More Rate HikesBloomberg MarketsDavid Perdue: US Taiwan Policy Unchanged After TalksFinancial TimesTrump hosts Anthropic boss Dario Amodei at White House dinnerBloomberg MarketsBooms Don't Last Forever: Japan's KatayamaBloomberg MarketsGold Slumps as Hormuz Impasse Keeps Rate-Hike Bets ElevatedBloomberg MarketsOil, AI Demand Give Ringgit Room to Rally, Strategists Say
Home/Bloomberg Markets
Back
MARKETS:
SPY+0.26%
DIA+0.23%
QQQ-0.14%
IWM+0.29%
GLD-0.40%
USO+1.64%
Bloomberg Marketsglobal

Bond Selloff Resumes as Oil Rises After Trump Spurns Iran Offer

Bloomberg Markets
Monday, September 28, 2026 at 1:50 AM
~4 min read
InflationFixed IncomeEnergy

Original Report

A selloff in Treasuries resumed Monday as oil rallied after President Donald Trump rejected Iran’s latest proposal to reopen the Strait of Hormuz, intensifying inflation concerns.

Glass House Analysis

Inflation is the silent tax that erodes purchasing power, hitting hardest those who can least afford it. When grocery bills rise faster than wages, families face impossible choices between food, medicine, and rent. Unlike market volatility that mainly affects investors, inflation touches everyone who buys groceries, fills a gas tank, or pays rent.

Energy prices affect virtually every aspect of daily life—from commuting costs to heating bills to the price of groceries (which must be transported). For working families, energy represents one of the most volatile and impactful line items in their budgets. Energy policy decisions ripple through the economy, affecting everything from manufacturing competitiveness to household financial stress.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

Enjoyed this analysis?

Get the Glass House Briefing every morning—market news that actually makes sense, delivered free to your inbox.

No spam. Unsubscribe anytime.

More Stories

Economic Context

S&P 500
+0.26%
Dow Jones
+0.23%
NASDAQ 100
-0.14%
Russell 2000
+0.29%