Four signs suggest U.S. bond-market selling could worsen

When bond prices fall, their yields rise, and U.S. Treasury yields have climbed sharply since the war with Iran began.

Some investors are buying protection against further rate rises, while companies raising money for AI projects and mortgage investors are also hedging risks by selling Treasury-related investments.

These actions could add to selling and push yields higher, creating a cycle that increases market stress.

But buyers may also step in to lock in the higher yields.