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

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?