US-Iran peace talks are lifting markets worldwide — ride the relief rally on tech stocks
Multiple reports indicate the US and Iran are edging toward a ceasefire deal, and stock markets around the world are already climbing on the hope that the months-long conflict disrupting oil supplies may soon wind down.
Idea
The Iran war has weighed on global markets since February, pushing up oil prices and feeding inflation fears that kept investors cautious. Now both Bloomberg and other outlets report that Washington and Tehran are nearing a ceasefire, and Asian and US stocks are already rallying on the improved tone. If a formal deal materializes, the sudden removal of a major geopolitical risk premium could spark a sharp relief rally — especially in growth-heavy indexes like the Nasdaq 100 that were hit hardest by the uncertainty. Even without an official announcement, the steady drip of positive headlines should continue drawing buyers off the sidelines.