US-Iran Ceasefire Rally Explained: Why Markets Are Ignoring Risk (Oil, Bonds & Bitcoin)
Market Maker · Apr 9, 2026 · 12:34
Market Maker · Apr 9, 2026 · 12:34
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Markets are rallying on ceasefire headlines but the risks haven’t disappeared.
In this episode, we break down why equities are surging while bonds, oil, and macro signals tell a very different story. From inflation expectations to disrupted oil flows and fragile negotiations, the so-called “ceasefire bounce” may not be as solid as it looks.
With earnings season approaching and geopolitical tensions still high, the key question is: are markets getting ahead of reality?
