Episode
US-Iran Ceasefire Rally Explained: Why Markets Are Ignoring Risk (Oil, Bonds & Bitcoin)
- Podcast
- Market Maker
- Published
- Apr 9, 2026
- Duration seconds
- 754
- Processing state
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Summary
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?