Multiple investment $BANK analysts noted that Trump’s ceasefire extension temporarily eased geopolitical risk premium, but naval blockade continues supporting oil >$90, providing short-term tailwind to energy while pressuring consumption & corporate margins.

Warsh hearing’s “hawkish + independent” signal weakened rapid-cut expectations; Treasury yields rose modestly and may continue weighing on risk assets. US stocks down two days but chip index’s 15-day winning streak shows AI theme resilience — $SPY year-end target raised to 7,600.

$BTC steady in $75k–$79k range, modest ETF outflows but overall resilient; institutions bullish on risk-appetite recovery post-geopolitical easing driving total market cap rebound.

Long-term fundamentals (consumer resilience, AI investment) still support bullish narrative.