BOND SELLOFF DEEPENS AS INFLATION FEARS WEIGH ON MARKETS US stocks fell as rising oil prices and inflation concerns extended the selloff in government bonds, pushing 10-year Treasury yields to their highest level since February 2025. Markets remain focused on the risk of prolonged Middle East tensions driving energy costs higher, even after President Trump signaled a delay in potential military action against Iran. Investors are also watching major earnings this week, including Nvidia, alongside the expected filing of SpaceX’s IPO prospectus.