Headlines
Bloomberg MarketsMiddle East Conflict Pressures IPO Candidates to Get Deals DoneFinancial TimesFrance offers to station nuclear deterrent across Europe for first timeBloomberg MarketsThreat of $100 Oil Means Buying the Dip in US Stocks Is RiskyBloomberg MarketsToday Is an Inflation DayBloomberg MarketsYellen Sees Fed ‘Even More on Hold’ Given Iran Conflict RiskBloomberg MarketsColombia to Hit Ecuador With 50% Tariffs on Hundreds of ItemsFinancial TimesInvestors turn to gold, not bonds, as haven from war in IranBloomberg MarketsMusk’s xAI to Buy Back $3 Billion of Debt Early in Run-Up to IPOBloomberg MarketsVenezuela’s Crude Exports Double in February Under US OversightBloomberg MarketsTravelers Flock to Oman, Saudi Arabia to Escape Dubai DangersFinancial TimesInside the plan to kill Ali KhameneiBloomberg MarketsAres Is Lead Buyer in $2.2 Billion Arcmont Secondary SaleFinancial Times‘Half of Dubai is booking’: expats drive to Oman and Saudi Arabia to find flights outFinancial TimesTrump vows to do ‘whatever it takes’ in Iran as US sends more troops to Middle EastBloomberg MarketsJPMorgan Dials Back Bullish Emerging-Markets Calls on Iran WarBloomberg MarketsMiddle East Conflict Pressures IPO Candidates to Get Deals DoneFinancial TimesFrance offers to station nuclear deterrent across Europe for first timeBloomberg MarketsThreat of $100 Oil Means Buying the Dip in US Stocks Is RiskyBloomberg MarketsToday Is an Inflation DayBloomberg MarketsYellen Sees Fed ‘Even More on Hold’ Given Iran Conflict RiskBloomberg MarketsColombia to Hit Ecuador With 50% Tariffs on Hundreds of ItemsFinancial TimesInvestors turn to gold, not bonds, as haven from war in IranBloomberg MarketsMusk’s xAI to Buy Back $3 Billion of Debt Early in Run-Up to IPOBloomberg MarketsVenezuela’s Crude Exports Double in February Under US OversightBloomberg MarketsTravelers Flock to Oman, Saudi Arabia to Escape Dubai DangersFinancial TimesInside the plan to kill Ali KhameneiBloomberg MarketsAres Is Lead Buyer in $2.2 Billion Arcmont Secondary SaleFinancial Times‘Half of Dubai is booking’: expats drive to Oman and Saudi Arabia to find flights outFinancial TimesTrump vows to do ‘whatever it takes’ in Iran as US sends more troops to Middle EastBloomberg MarketsJPMorgan Dials Back Bullish Emerging-Markets Calls on Iran War
Home/Financial Times
Back
MARKETS:
SPY+0.26%
DIA+0.23%
QQQ-0.14%
IWM+0.29%
GLD-0.40%
USO+1.64%
Financial Timesglobal

Iran attacks show US haven status is in peril

Financial Times
Monday, March 2, 2026 at 3:27 PM
~4 min read
Fixed Income

Original Report

In moments of extreme uncertainty investors usually rush to the safety of US government bonds, but not this time

Glass House Analysis

Treasury market movements signal how investors view America's fiscal health and economic trajectory. Rising yields mean the government pays more to borrow, which eventually shows up in taxes or reduced services. For average Americans, this translates to higher mortgage rates, more expensive business loans, and a general tightening of financial conditions that makes everything from buying a home to starting a business more challenging.

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%