Contrary to the traditional flight-to-safety playbook, bond yields are rising alongside oil prices as war-driven inflation fears overwhelm demand for U.S. Treasuries as a haven asset. We examine why this unusual bond market behavior matters for every investor who holds fixed income, and what it signals about the durability of the post-pandemic rate environment. Today&#x27;s Stocks &amp; Topics: ZIM Integrated Shipping Services Ltd. (ZIM), Market Wrap, Netflix, Inc. (NFLX), High Deficit on Bond Markets, Financial Planning, War Bonds vs. War Stocks: How Treasuries Are Really Responding to the Iran Conflict, KPP Newsletter, Zions Bancorporation, National Association (ZION), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Newmont Corporation (NEM), Edison International (EIX), Archer-Daniels-Midland Company (ADM), FCC Trying To Change Quarterly Earnings Rules. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Chilipad and use my code INVEST for a great deal: https://sleep.me * Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands

War Bonds vs. War Stocks: How Treasuries Are Really Responding to the Iran Conflict

InvestTalk

This is InvestTalk from KPP Financial, helping investors make sense of the markets one day at a time. Here's your host, Luke Guerrero. Good afternoon, fellow investors, and happy Friday. My name is Luke Guerrero. This is the Friday, July 17th, 2026 edition of InvestTalk.

As always, we got plenty of things to talk about today. Decidedly negative week for markets, rising tensions in the Middle East. But we'll get to that in a little bit. We will also get to what happened today in the market. We will run down our main focus point and all those show topics that we have for you as well. But why don't we kick off this show by answering one of your finance and investment questions now.

Hi, I've got a question. I was curious about security symbols Z as in Zebra, i.e. India, and Mary. I'd just like to know what your thoughts are. I was hoping to buy some. Thank you. Zim Integrated Shipping Services is a container shipping company out of Israel.

They have just over 100 container ships that operate Trans-Pacific, Trans-Atlantic, and also through the Suez Canal. Now, it is also a national security asset for Israel. And there's a little bit of a, let's say, acquisition battle going on right now.

So all the price movement you're seeing is a little bit distorted relative to what is going on with the company. Now, before we dive into that, we'll talk about earnings because earnings weren't great. They missed in their most recent reporting on May 20th, missed by about 13% on revenue. They had a net loss of $86 million versus a net income of roughly $300 million.

War Bonds vs. War Stocks: How Treasuries Are Really Responding to the Iran Conflict

Read the full transcript

The candid version is on a podcast,
not the earnings call.

War Bonds vs. War Stocks: How Treasuries Are Really Responding to the Iran Conflict

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.