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Fed Eyes 2026 Rate Hikes Post-Iran Conflict, BofA Recommends Reversal

6/30/2026

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Summary

Story summary

The Federal Reserve (Fed) may raise rates in 2026 after the Iran conflict ends, citing job growth above 33,000 per month as justification.
An analyst expects the 10-year Treasury yield, at 4.51%, to settle between 4.46% and 4.48% if the conflict is truly over.
Bank of America recommends the Fed reverse all 2023 rate cuts, raise rates three times by 0.25% in 2026, and wait for tariff-related inflation to ease.

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Story summary

The Federal Reserve (Fed) may raise rates in 2026 after the Iran conflict ends, citing job growth above 33,000 per month as justification.
An analyst expects the 10-year Treasury yield, at 4.51%, to settle between 4.46% and 4.48% if the conflict is truly over.
Bank of America recommends the Fed reverse all 2023 rate cuts, raise rates three times by 0.25% in 2026, and wait for tariff-related inflation to ease.