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Markets Weekly Outlook: Markets Brace For U.S.-Iran Talks Amid Post-Ceasefire Surge

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A tentative US-Iran ceasefire triggered a sharp market rebound, unwinding geopolitical risk premiums that had spiked energy and metal prices earlier in the week. The S&P 500 and Nasdaq Composite surged for seven straight sessions, with historical patterns suggesting this post-ceasefire momentum may extend further amid reduced Middle East tensions. Central banks take center stage this week, with the RBNZ’s commentary, RBA’s employment-driven rate decisions, and the ECB’s cautious stance on hikes dominating trader focus. Volatility in commodities eased as oil and metals retreated from recent highs, though analysts warn lingering geopolitical uncertainties could reignite price swings if talks stall. Equity markets now face a test: sustaining gains amid shifting central bank policies and potential setbacks in US-Iran negotiations.
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MarketPulse by OANDA Group727 FollowersFollow5ShareSavePlay(7min)Comments(2)SummaryThe announcement of a tentative US-Iran ceasefire led to the "unwinding of the fear trade".The S&P 500 and Nasdaq Composite both enjoyed a strong recovery, finishing green for seven consecutive trading sessions. History suggests this momentum is set to continue.The week ahead is dominated by central bank activity, specifically commentary from the RBNZ, employment data impacting the RBA's decision, and the ECB's balancing act on rate hikes. IURII KRASILNIKOV/iStock via Getty Images By Zain Vawda The trading week was nothing short of a roller coaster, dominated by a dramatic shift in geopolitical sentiment that sent volatility through the energy and metals complexes. For much of the week, the primaryThis article was written byMarketPulse by OANDA Group727 FollowersFollowMarketPulse is an award-winning industry analysis and news site service created by OANDA Business Information & Services, Inc. Covering forex, commodities, global indices and more, our goal is to give timely, relevant and informative commentary on major macroeconomic trends, technical analysis and worldwide events impacting the industry.

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