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Something shifted in the market today, and it didn’t feel random 👇
Tensions between United States and Iran appear to be cooling
And markets reacted instantly.
The S&P 500, Nasdaq Composite, and Dow Jones Industrial Average all moved higher, while oil dropped sharply
To me this wasn’t just a rally
It looked like relief being priced in
With Donald Trump signaling mission accomplished and Masoud Pezeshkian keeping the door open for resolution
The tone on both sides has clearly softened
Markets don’t wait for confirmation.
They move on expectation.
Right now, it feels like the risk of escalation is being priced out.