Two-week (14-day) ceasefire reportedly agreed, per U.S. Defense Secretary Pete Hegseth, signaling a short-term de-escalation with a defined window. This reduces immediate geopolitical tail risk and could ease near-term oil-price and risk-premium pressures while removing some upside for defense contractors; a breakdown or extension of the ceasefire would materially alter market pricing.
Two-week (14-day) ceasefire reportedly agreed, per U.S. Defense Secretary Pete Hegseth, signaling a short-term de-escalation with a defined window. This reduces immediate geopolitical tail risk and could ease near-term oil-price and risk-premium pressures while removing some upside for defense contractors; a breakdown or extension of the ceasefire would materially alter market pricing.
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