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U.S.-Iran Deal Hopes Rise: Can Markets Trust the Ceasefire Trade?

Trump has suggested a U.S.-Iran agreement may be close, with a potential framework including the reopening of the Strait of Hormuz. But he also said there is “no rush” to finalize the deal, and key details remain unresolved.
Oil has pulled back and risk sentiment has improved — is the market right to price in de-escalation, or is this still a fragile headline trade?
Trump has suggested a U.S.-Iran agreement may be close, with a potential framework including the reopening of the Strait of Hormuz. But he also said there is “no rush” to finalize the deal, and key details remain unresolved.
Oil has pulled back and risk sentiment has improved — is the market right to price in de-escalation, or is this still a fragile headline trade?
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