Ceasefire to Bring Momentum Back to US Markets, Says Citi’s Baldwin

A US‑Iran ceasefire deal lets markets revert to pre‑war themes, according to Lucy Baldwin, Citi's global head of research. The announcement implies reduced geopolitical risk, likely supporting a normalization of risk appetite and a return of flows to prior sector and macro drivers.

Analysis

A US‑Iran ceasefire deal lets markets revert to pre‑war themes, according to Lucy Baldwin, Citi's global head of research. The announcement implies reduced geopolitical risk, likely supporting a normalization of risk appetite and a return of flows to prior sector and macro drivers.