NYSE:OIS 14 February 2026

March 27, 2026, 11:20 PM EDT. Crude oil prices jumped to multi-year highs amid U.S.-Iran tensions, hitting $101.24 per barrel. Simultaneously, U.S. stocks slumped, with the Nasdaq entering correction territory. However, U.S. Treasury yields broke from their usual pattern, pulling back to 3.90% despite rising energy costs. This decoupling suggests investors are shifting focus from short-term inflation fears to seeking safe-haven assets amid growing worries about a long-term economic recession. Elevated yields attracted bargain hunters, questioning if the Federal Reserve will continue rate hikes despite the energy crisis. Market analysts indicate this unusual divergence signals a potential inflection point, as concerns mount over growth pressures against rising fiscal debt and persistent geopolitical risks impacting energy prices.