Markets Reprice Risk as Pause on Iranian Strikes Collides With Broader Threats — Oil, Treasuries and Corporate Filings Drive Volatility

A five-day U.S. pause on strikes against Iranian energy sites sent oil sharply lower and sparked a risk-on knee-jerk in stocks, but concurrent Iranian threats to Treasury buyers and a compressed political timeline left fixed-income and geopolitical risk elevated. Market moves today were defined by a tug-of-war between de‑escalation headlines and new escalation rhetoric, with consequences across oil, yields, defense names and active corporate disclosure.