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2-Week US–Iran Ceasefire Just Gave Markets A Breather
US–Iran temporary ceasefire + Strait of Hormuz reopening = biggest tail risk removed (for now).
Oil pulled back.
Equities bounced.
Crypto also caught a nice relief move.
But this isn’t a full recovery.
Real oil flow takes time to normalize,
and April 10 talks are still a binary event.
My take:
Short-term risk is lower → market can bounce
But structurally, nothing is fully resolved yet
That’s why gold is still holding strong
and why I’m not getting too comfortable here.
Relief ≠ resolution.
#Crypto #Macro #Oil #Gold #Geopolitics #BTC #ETH