De-escalation Holds
+0.5%
Trump’s signal that Washington is not planning additional strikes becomes the dominant policy cue, and Tehran avoids a major military response. Energy markets continue to price a lower near-term war premium, though Iranian exports remain constrained by the U.S. blockade.
What it moves
- Energy−1.5%
- Consumer Services+1.1%
- Riskier companies' borrowing costs
- Market volatility
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