--- title: "Bond yield surge and Iran conflict stoke inflation fears" type: "News" locale: "en" url: "https://longbridge.com/en/news/286684191.md" description: "Bond yields have surged, with the 30-year Treasury exceeding 5% and the 10-year surpassing 4.5%, increasing borrowing costs and impacting equity valuations. The Iran conflict has pushed oil prices above $100, raising concerns about inflation. However, U.S. corporate profits are projected to rise 28% year-over-year in the first quarter, alleviating some market concerns despite high valuations." datetime: "2026-05-17T22:25:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286684191.md) - [en](https://longbridge.com/en/news/286684191.md) - [zh-HK](https://longbridge.com/zh-HK/news/286684191.md) --- # Bond yield surge and Iran conflict stoke inflation fears Yields hit multiyear highs: The 30-year Treasury topped 5% and the 10-year surpassed 4.5%, raising borrowing costs and pressuring equity valuations. Geopolitical inflation risks: The Iran conflict has driven oil above $100, with fears that a prolonged Strait of Hormuz closure could embed inflation into the global economy. Earnings keep stocks afloat: First-quarter U.S. corporate profits are on track to rise 28% year-over-year, offsetting some market worries despite elevated valuations. ### Related Stocks - [OXY.US](https://longbridge.com/en/quote/OXY.US.md) - [AGG.US](https://longbridge.com/en/quote/AGG.US.md) - [UTHY.US](https://longbridge.com/en/quote/UTHY.US.md) - [CRAK.US](https://longbridge.com/en/quote/CRAK.US.md) - [SHV.US](https://longbridge.com/en/quote/SHV.US.md) - [XLE.US](https://longbridge.com/en/quote/XLE.US.md) - [XOP.US](https://longbridge.com/en/quote/XOP.US.md) - [TLT.US](https://longbridge.com/en/quote/TLT.US.md) - [OIH.US](https://longbridge.com/en/quote/OIH.US.md) - [BNO.US](https://longbridge.com/en/quote/BNO.US.md) - [IXC.US](https://longbridge.com/en/quote/IXC.US.md) - [IEZ.US](https://longbridge.com/en/quote/IEZ.US.md) - [BIL.US](https://longbridge.com/en/quote/BIL.US.md) - [UCO.US](https://longbridge.com/en/quote/UCO.US.md) - [GOVT.US](https://longbridge.com/en/quote/GOVT.US.md) - [VDE.US](https://longbridge.com/en/quote/VDE.US.md) - [IEO.US](https://longbridge.com/en/quote/IEO.US.md) - [SHY.US](https://longbridge.com/en/quote/SHY.US.md) - [XES.US](https://longbridge.com/en/quote/XES.US.md) - [IEF.US](https://longbridge.com/en/quote/IEF.US.md) - [USO.US](https://longbridge.com/en/quote/USO.US.md) - [BND.US](https://longbridge.com/en/quote/BND.US.md) ## Related News & Research - [ANALYSIS-Bond yield spike is risk to unprepared equities market, investors warn](https://longbridge.com/en/news/286668628.md) - [ROI-ENERGY WATCH: Alarms and clocks](https://longbridge.com/en/news/286796437.md) - [This chart shows why AI will eventually mean lower bond yields](https://longbridge.com/en/news/286774916.md) - [Fed's May inflation forecast spikes, rate cuts unlikely in 2026](https://longbridge.com/en/news/286852758.md) - [Capital Economics sees oil at $150 per barrel through 2027 in an extreme case](https://longbridge.com/en/news/286549728.md)