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

EPISODE · Apr 9, 2026 · 12 MIN

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

from Market Maker · host AmplifyME

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?

What this episode covers

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

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How long is this episode of Market Maker?

This episode is 12 minutes long.

When was this Market Maker episode published?

This episode was published on April 9, 2026.

What is this episode about?

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...

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