Bond Markets Signal Energy Crisis Reality Check as Fed Timeline Resets

The Opening Bell

Markets are waking up to an uncomfortable truth: the energy crisis isn’t a temporary shock anymore — it’s a structural shift that’s forcing the Fed to rewrite its playbook in real time. Bond yields are telling the story of an economy caught between energy inflation and growth concerns, while crude’s latest drop offers little comfort when you’re still paying double what oil cost six months ago.

Market Snapshot

Fed Funds Target Range: 3.5%-3.75%

10-Year Treasury: 4.61%