# US-Iran Ceasefire Rally Explained: Why Markets Are Ignoring Risk (Oil, Bonds & Bitcoin)

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Text version: https://stenobird.com/podcast/market-maker-3553881/us-iran-ceasefire-rally-explained-why-markets-are-ignoring-risk-oil-bonds-bitcoin.md
Podcast: [Market Maker](https://stenobird.com/podcast/market-maker-3553881)
Published: 2026-04-09T11:58:43+00:00
Episode link: https://podcasters.spotify.com/pod/show/amplify-me/episodes/US-Iran-Ceasefire-Rally-Explained-Why-Markets-Are-Ignoring-Risk-Oil--Bonds--Bitcoin-e3hld1v
Audio file: https://traffic.megaphone.fm/APO9684822235.mp3
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Duration seconds: 754

## Resource

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?

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## Transcript

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