Bonds, Stocks Vulnerable to Rising Oil Prices, Inflation Risk

Dow Jones
07/14

1336 GMT - The U.S.-Iran war is driving up oil prices, raising inflation risk and the possibility of interest rates staying high, eToro's Lale Akoner says in a note. This could be bad news for bonds and stocks such as property, utilities and expensive growth stocks, she says. "Unless oil supplies are hit more seriously, the biggest market impact is likely to stay focused on oil prices, inflation expectations and investments most exposed to interest rates," Akoner says. Investors price in 42 basis points of interest-rate rises by the Bank of England in 2026, LSEG data show. (miriam.mukuru@wsj.com)

 

(END) Dow Jones Newswires

July 14, 2026 09:36 ET (13:36 GMT)

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