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US stocks fall as US-Iran tensions push oil above $100, inflation fears rise, and Treasury yields jump.

Market News
14 Sep 2026
Seeking Alpha
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Bearish
US stocks fall as US-Iran tensions push oil above $100, inflation fears rise, and Treasury yields jump.

US equities declined last week due to renewed US-Iran conflict escalating oil prices above $100 per barrel, raising inflation concerns and causing a sharp rise in Treasury yields. August inflation data showed steady headline CPI at 3.4% and easing core CPI, but energy-driven producer prices increased. The market now expects an 87% chance of a Fed rate hike in September, with the 2-year Treasury yield up 26 basis points and the 10-year nearing 5%. Rate-sensitive sectors like mortgage REITs and homebuilders were hit hardest, while apartment REIT M&A remained active with Independence Realty acquiring Centerspace in an $8.1 billion merger.

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