Beyond The Deadline: What Markets Are Still Not Pricing In

Ongoing Iran war persists into a new month, and markets are hoping for a rally similar to April last year. Analysts view that hope as reasonable and say a resolution appears closer as both sides exchange demands. Implication: declining geopolitical tail risk could support risk assets and ease pressure on energy prices, but uncertainty remains while negotiations continue.

Analysis

Ongoing Iran war persists into a new month, and markets are hoping for a rally similar to April last year. Analysts view that hope as reasonable and say a resolution appears closer as both sides exchange demands. Implication: declining geopolitical tail risk could support risk assets and ease pressure on energy prices, but uncertainty remains while negotiations continue.