---
title: "'Hawkish' Hold, AI Angst, & Tehran Tremors Trigger Tantrum Amid Massive Market De-Grossing"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294252154.md"
description: "Markets experienced significant volatility due to a combination of factors: SK Hynix's disappointing results sparked AI sector concerns, Iran's attack on Jordan spiked oil prices, and the Fed's 'hawkish' hold triggered rapid reactions. The day ended with heavy stock declines, rising oil and bond yields, a weaker dollar, and higher gold prices, amid massive market de-grossing."
datetime: "2026-07-29T20:02:01.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294252154.md)
  - [en](https://longbridge.com/en/news/294252154.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294252154.md)
generator: "portal-rs"
---

# 'Hawkish' Hold, AI Angst, & Tehran Tremors Trigger Tantrum Amid Massive Market De-Grossing

***Tl;dr**: **SK Hynix's disappointing (record) results** sparked concerns about the entire AI ecosystem overnight (pushing stocks down as one with no 'broadening out' trade today, **breadth negative** - as **Korean deleveraging accelerated**), and sentiment was further hampered by **Iran's surprise attack in Jordan** (oil spiked along with bond yields). **The Fed's******'hawkish' hold** sparked rapid kneejerk reactions in yields (down then up), stocks (up... for some reason), the dollar (down), and gold (higher).*

***By the end of the day**: oil up bigly, stocks down heavily, yield curve massively steeper (short-end lower, long-end dramaticallyhigher), dollar down, gold up.*

## Flows

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## Related News & Research

- [Oil jumps more than 2% after US attack on Iran's Larak island](https://longbridge.com/en/news/297436655.md)
- [German short-dated yields set for weekly rise despite fall in oil prices](https://longbridge.com/en/news/297275035.md)
- [Oil extends losses on hopes for Middle East talks to ease supply woes](https://longbridge.com/en/news/297119059.md)
- [How Much Gas Prices Have Risen Since The Iran War](https://longbridge.com/en/news/297403227.md)
- [Agnico Eagle Mines (AEM) Stock Looks Overvalued After Its 377% Run](https://longbridge.com/en/news/296924534.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**