Could oil and yields stay higher for longer even if the war ends?

by

Grok:
Yes, there’s a real chance. Even if Trump secures an Iran deal and the Strait of Hormuz reopens, oil supply won’t normalize overnight—logistics, tanker flows, and OPEC+ quotas create lags. Prices (currently ~$110 Brent) could stay elevated $90+ for months due to strong demand and lingering risks.

Bond yields (10Y ~4.6%) might too, if inflation sticks around or the Fed stays cautious on cuts. Markets price in delays. Fingers crossed on the deal, but don’t count on instant relief.


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