Up to this point, the market fallout from the Iran war has mostly gone as expected. Oil spiked as much as 17% across two days as tanker traffic through the critical Strait of Hormuz froze. Stocks got crushed , especially on Tuesday, after the US ramped up attacks overnight. But one part of the market has performed against-type: US Treasury bonds , which have sold off sharply, despite being generally viewed as a primary safe haven during macro volatility. What gives? To put it simply: Investors

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