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Markets pull back despite Iran talks optimism as oil rises and Treasury yields stay high

Market News
25 Mar 2026
Seeking Alpha
View Source
Neutral
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Markets retreated after initial gains despite positive signals from Iran negotiations, with oil prices rising and Treasury yields remaining elevated. Analyst Lawrence Fuller sees no chance of a Fed rate hike in April and expects a rate cut later this year if labor market weakness continues. The S&P Global Composite PMI indicates ongoing economic expansion but warns of slowing growth, rising costs, and softer employment. Market recovery depends on easing Iran tensions, with oil prices and Treasury yields as key indicators.

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