Iran Conflict Adds $857 to U.S. Fuel Costs as Bond Yields and Commodity Volatility End the Goldilocks Era
30-year U.S. Treasury yields have breached 5% and UK gilts sit at 1990s highs, marking the close of the post-pandemic Goldilocks period. The Iran conflict has added $857 per household in annual gasoline costs, embedding a persistent geopolitical risk premium in energy markets. Services inflation above 3% and a $39 trillion national debt facing rising debt service compound the volatility across commodities, currencies, and fixed income.
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