The market is finally starting to catch a bit of positive energy.
According to recent reports, the US and Iran may have already reached a draft agreement, with the final decision now reportedly resting on Trump’s approval. Trump has asked for a few days to review the deal before making a decision.
If the agreement moves forward, it could include:
• A 60-day extension of the ceasefire
• Safe and open navigation through the Strait of Hormuz
• Iran clearing mines from the Hormuz area
• Iran stepping away from uranium enrichment for nuclear weapons
• Discussions around easing US sanctions on Iran
If these points are officially signed, it could significantly reduce geopolitical tensions and remove a major source of uncertainty hanging over global markets.
That would be a strong signal for risk assets, and investors could finally get some breathing room after weeks of tension and headlines.
That said, nothing is final yet.
Markets know that a lot can change in just a few days, especially when politics is involved. For now, this is a positive development worth watching closely, but probably not the moment to celebrate victory yet.
The next few days could be very important.
