24-06-2025

Markets Rally Amid Fragile Iran-Israel Ceasefire

Date: 24-06-2025
Sources: cnbc.com: 3 | edition.cnn.com: 4 | foxnews.com: 1 | france24.com: 1 | news.sky.com: 1 | npr.org: 2 | nypost.com: 1 | washingtonpost.com: 1
Image for cluster 3
Image Source:

Source: nypost.com

Image content: The image is a graphic poster about the “Commander of the Islamic Revolutionary Guards Corps,” naming Hossein Salami, with a photo of him in uniform and a large red label reading “Eliminated.” It lists claims about his responsibilities, including directing Iran’s military forces and suppressing opponents, and includes a quoted statement from 2019.

Summary

Global markets rebounded as a fragile, U.S.-brokered ceasefire between Israel and Iran eased fears of wider conflict, pushing Asia-Pacific and U.S. equities higher and oil sharply lower. Investors priced in reduced geopolitical risk while remaining cautious about durability, with analysts warning that renewed hostilities, tariffs-driven inflation pressures, and energy volatility could quickly reverse sentiment. Politically, Trump touted the truce—even amid profanity-laced criticism of both sides—while questions persisted over his credibility as a mediator and the true impact of U.S. and Israeli strikes on Iran’s military and nuclear capabilities. Strategic assessments suggest Iran’s deterrent was degraded but not dismantled, leaving open risks of reconstitution, proxy escalation, and nuclear ambiguity. Attention is also shifting to Gaza, where humanitarian conditions worsen and diplomatic efforts for a hostage-linked ceasefire could resume, even as Israel vows to maintain pressure on Hamas.

Key Points

  • Asian and U.S. equities rose while oil fell on ceasefire hopes, with safe havens easing and energy stocks lagging.
  • Analysts see diminished market sensitivity to Trump’s policy swings but warn tariffs and any renewed conflict could stoke inflation and stagflation risks.
  • Experts say Iran’s capabilities were set back but not eliminated, leaving a fragile deterrence and potential for renewed strikes or diplomacy.
  • Trump’s high-profile mediation, sharp rhetoric, and on-camera profanity drew scrutiny over credibility and norm-breaking.
  • Focus may pivot to Gaza talks for a 60-day truce tied to hostage releases amid worsening humanitarian conditions.

Articles in this Cluster

Asia-Pacific markets live: Trump, Iran-Israel ceasefire

Asia-Pacific markets rallied after President Donald Trump declared an Iran-Israel ceasefire “in effect,” following reports Tehran had fired its “last round” of missiles. Israel has not publicly confirmed the ceasefire. Japan’s Nikkei rose 1.17%, South Korea’s Kospi jumped 2.71% (hitting its highest since 2021), Australia’s ASX 200 gained 1%, Hong Kong’s Hang Seng climbed 1.91%, and China’s CSI 300 added 1.13%. U.S. futures advanced, and Wall Street closed higher Monday as fears of escalation eased. Oil prices fell over 2% Tuesday (after a 7% drop Monday) amid hopes of de-escalation; Iran’s strike on a U.S. base in Qatar reported no casualties. Cryptocurrencies rebounded, with Bitcoin up ~1.6% and Ether ~3% on ceasefire reports. Trump outlined a staggered 24-hour ceasefire timeline; official confirmations from Israel and Iran were not immediately available.
Entities: Donald Trump, Iran, Israel, Japan Nikkei, South Korea KospiTone: analyticalSentiment: neutralIntent: inform

Global markets post muted gains on back of Trump policy fatigue

Global stocks edged up modestly as investors weighed a tentative Iran-Israel ceasefire timeline and growing fatigue with Trump’s volatile policy shifts. The MSCI World rose 0.24%, with U.S. futures slightly higher (Dow +0.71%, S&P 500 +0.74%, Nasdaq 100 +0.98%). Analysts cited reduced market sensitivity to tariff headlines and a likely Middle East de-escalation. Safe havens dipped marginally: gold fell 1.05% but stayed near records, U.S. 10-year yields rose to 4.344%, and the dollar index slipped 0.29% while the Swiss franc remained firm. Investors expect a U.S. equity bounce if ceasefire prospects hold.
Entities: MSCI World, U.S. futures, Dow, S&P 500, Nasdaq 100Tone: analyticalSentiment: neutralIntent: inform

Stock market today: Live updates

U.S. stock futures rose late Monday after President Trump announced a ceasefire between Israel and Iran, with Dow futures up ~0.7%, S&P 500 up ~0.8%, and Nasdaq 100 up ~1.1%. Oil prices fell more than 3% in extended trading, extending Monday’s sharp declines as markets priced out recent geopolitical risk premiums. During the regular session, the Dow gained ~375 points, S&P 500 rose 0.96%, and Nasdaq added 0.94% despite Iran’s intercepted strike on a U.S. base in Qatar and no reported casualties. Energy was the only S&P 500 sector down Monday (-2.5%) amid falling crude, while consumer discretionary led gains (+1.75%). Attention turns to Fed Chair Jerome Powell’s testimony on Capitol Hill Tuesday and Wednesday, with markets weighing possible rate cuts as early as July. Key data ahead include home prices and June consumer confidence. After hours, KB Home fell on lowered revenue guidance despite an earnings beat, and Chewy dipped on a $1 billion stock offering alongside a $100 million buyback.
Entities: U.S. stock futures, President Trump, Israel, Iran, Dow Jones Industrial AverageTone: analyticalSentiment: neutralIntent: inform

Following the Israel-Iran ceasefire, what comes next? | CNN PoliticsClose icon

CNN analysis argues the Israel-Iran ceasefire is fragile and unlikely to end the conflict. A decisive 12-day campaign saw Israel, backed by direct U.S. strikes inside Iran, shatter key Iranian capabilities—air defenses, missiles, command echelons, and nuclear facilities—while signaling Washington’s willingness to hit targets deep in Iran. The piece frames this as a tactical success that could yield strategic gains only if Iran is deterred from rebuilding its nuclear program, missile arsenal, and proxy networks like Hezbollah. Israel is expected to maintain freedom of action and preemptive strikes to prevent Iranian reconstitution, reflecting its post–October 7 doctrine. The author cautions against U.S. or Israeli pursuit of explicit regime change, urging a focused approach on limiting Iran’s military and nuclear capacities. The coming weeks will test whether Iran tries to rebuild and whether Israel continues to enforce its new deterrent “equation,” with the risk that Iran still seeks a bomb and the conflict could re-ignite.
Entities: Israel, Iran, United States, Hezbollah, nuclear programTone: analyticalSentiment: neutralIntent: analyze

High tariffs give Trump less room for error in Iran | CNN BusinessClose icon

CNN reports that Trump’s new tariffs leave the US economy more vulnerable to a renewed Iran-Israel conflict. While a fragile ceasefire has driven oil prices down and stabilized US gas at about $3.22/gal, economists warn tariffs will soon lift inflation by 1%–1.5%, limiting the Fed’s ability to cut rates. A resumed conflict—especially disruption of the Strait of Hormuz—could trigger an oil shock, compounding tariff-driven inflation and risking stagflation. For now, investors see reduced odds of a Hormuz closure, but Fed officials caution energy price swings remain an upside risk to inflation expectations.
Entities: Donald Trump, CNN Business, Federal Reserve, Iran-Israel conflict, Strait of HormuzTone: analyticalSentiment: neutralIntent: inform

Israel agreed to a ceasefire with Iran. Could Gaza be next? | CNNClose icon

After a U.S.-brokered ceasefire paused 12 days of Israel-Iran strikes, Israel’s offensive in Gaza continues unabated, with hundreds killed there since June 13 and over 55,000 dead since October 2023, according to Gaza health authorities. Families of Israeli hostages and opposition leader Yair Lapid urged extending the Iran ceasefire to Gaza, calling it a window to secure a truce and hostage releases. Qatar says indirect Israel-Hamas talks could resume within days over a U.S.-backed proposal for a 60-day ceasefire tied to releasing 10 hostages and 18 bodies; Hamas seeks stronger guarantees to end the war. PM Netanyahu says gains against Iran aid goals in Gaza and insists the war would end if Hamas surrenders and frees all hostages. The IDF vows to refocus on Gaza to dismantle Hamas, which rejects disarmament. The UN warns of mounting famine risk and labels deadly strikes on civilians seeking aid a likely war crime, as attention shifts away from Gaza’s worsening humanitarian crisis.
Entities: Israel, Iran, Gaza, Hamas, Benjamin NetanyahuTone: analyticalSentiment: negativeIntent: inform

‘They don’t know what the f**k they’re doing’: Trump lashes out at Israel and Iran | CNN PoliticsClose icon

CNN reports that President Donald Trump harshly criticized both Israel and Iran as a US-brokered ceasefire between the two appeared to unravel, reserving his strongest rebuke for Israel, which he accused of attacking Iran immediately after the deal was made. The segment situates his remarks amid broader debate over US strikes on Iran, reactions from lawmakers and analysts, and shifting public opinion on Trump’s handling of the crisis.
Entities: Donald Trump, Israel, Iran, CNN, US-brokered ceasefireTone: analyticalSentiment: negativeIntent: inform

Hamas leader's terror plan backfires as Israel targets Iran and Hezbollah | Fox News

The article argues that Hamas leader Yahya Sinwar’s October 7, 2023 plan to trigger a regional war against Israel backfired, producing major setbacks for Hamas, Hezbollah, and Iran’s “Axis of Resistance.” It cites Israel’s targeted killings of Hamas leaders Yahya and Mohammed Sinwar and Ismail Haniyeh, as well as Hezbollah chief Hassan Nasrallah, and a disruptive Mossad pager hack against Hezbollah. It also notes reported U.S. strikes on Iranian nuclear facilities under President Trump and Israel’s claimed elimination of senior IRGC-Quds Force figures tied to the October 7 attack. According to Israeli analyst Sarit Zehavi, the post–October 7 environment has hardened Israel’s resolve to eliminate existential threats with U.S. support, though it remains uncertain whether Iran and its proxies can recover.
Entities: Yahya Sinwar, Hamas, Hezbollah, Iran, IsraelTone: analyticalSentiment: negativeIntent: analyze

Israel-Iran war live: Israel accepts Trump's ceasefire proposal, says Netanyahu

Israel and Iran agreed to a US-brokered ceasefire after 12 days of hostilities, with Israeli PM Benjamin Netanyahu saying Israel achieved its war aims against Iran’s nuclear and missile programs and military leadership. Donald Trump announced the truce is in effect, while Iran signaled it would halt strikes if Israel stops attacks. Despite the ceasefire, Israel’s military warned the threat persists and maintained high alert. Markets in Israel rallied, and international leaders, including Germany and China, urged adherence. Israel’s opposition called to also end the Gaza war. Iran launched a final missile barrage before the truce, causing casualties and damage in Israeli cities. Netanyahu warned Israel would respond forcefully to any violation.
Entities: Israel, Iran, Benjamin Netanyahu, Donald Trump, US-brokered ceasefireTone: urgentSentiment: neutralIntent: inform

Can Tehran regard Trump as a trusted broker of peace when he floated the idea of regime change in Iran? | US News | Sky News

Sky News analysis examines Donald Trump’s claim of brokering peace between Iran and Israel via Truth Social posts announcing no U.S. retaliation and a “complete and total” ceasefire after Iranian missile strikes. Despite Trump’s self-styled peacemaker role and strategic positioning without U.S. casualties, the piece questions the ceasefire’s durability as both Iran and Israel fired missiles overnight and see each other as existential threats. It doubts Tehran’s trust in Trump given his past musings about regime change, and notes Israel’s likely reluctance to ease military pressure. Trump’s influence faces an immediate test at a NATO summit, with any Middle East stabilization enhancing his standing.
Entities: Donald Trump, Iran, Israel, Tehran, Truth SocialTone: analyticalSentiment: neutralIntent: analyze

Trump used the f-word on camera. It may be a presidential 1st : NPR

NPR reports that President Trump deliberately used the f-word on camera while expressing frustration over Israel and Iran allegedly violating a newly announced ceasefire. Presidential historians say it’s likely the first time a U.S. president has intentionally dropped the f-bomb in a public, on-camera setting. While presidents and officials have been caught swearing on hot mics and have used coarse language in private, this marked a break from norms. The piece notes past hot-mic moments involving Joe Biden and Dick Cheney, and that previous presidents sometimes apologized for profanity—something experts say Trump is unlikely to do, consistent with his disregard for traditional constraints.
Entities: Donald Trump, NPR, Israel, Iran, ceasefireTone: analyticalSentiment: neutralIntent: inform

Will a ceasefire between Israel and Iran hold? : NPR

NPR’s Michel Martin interviews Jonathan Panikoff of the Atlantic Council about a fragile U.S.-brokered ceasefire between Israel and Iran. Panikoff says both sides have incentives to pause: Iran’s regional deterrence and military capabilities—missiles, nuclear program momentum, and proxy network—have been badly degraded, while Israel may be reaching defensive limits after intensive exchanges. He cautions Iran’s nuclear threat isn’t resolved; questions remain about hidden enriched uranium and potential clandestine sites, meaning future strikes or renewed diplomacy may be needed. Mediation could come indirectly via Oman, Switzerland, Norway, or even China. Regionally, the balance of power has shifted toward Israel, forcing Iran to choose between costly rebuilding or a strategic recalibration. Panikoff also warns Russia-Iran ties could deepen from transactional to strategic if both feel isolated, potentially reviving advanced arms cooperation.
Entities: Israel, Iran, United States, Jonathan Panikoff, Atlantic CouncilTone: analyticalSentiment: neutralIntent: analyze

Chilling audio reveals Israeli intel agents warned some Iranian generals ahead of strikes

The Washington Post obtained audio allegedly of Israeli intelligence agents calling at least 20 senior Iranian officials during Israel’s June 13 Operation Rising Lion, warning them to flee with their families within 12 hours or be killed. In one call, a purported Mossad operative claims responsibility for assassinations of top IRGC figures and pressures a general to record a video denouncing the regime and send it via Telegram. The intimidation campaign reportedly aimed to sow fear among second- and third-tier leaders and hinder replacements for slain top officials. Iran’s media disputed some assassination claims, and Israel did not comment.
Entities: Israeli intelligence, Iranian generals, Mossad, IRGC, Operation Rising LionTone: urgentSentiment: negativeIntent: inform

Israel-Iran ceasefire appears to hold as Trump heads to NATO summit - The Washington Post

A fragile ceasefire between Israel and Iran is largely holding after initial mutual accusations of violations. President Trump, en route to a NATO summit, claimed U.S. strikes “destroyed” Iran’s nuclear capability and that both sides wanted the war to stop, but a preliminary U.S. intelligence assessment says the strikes only set Iran’s program back by months. The IAEA reported no off-site radiation spikes. Israel says it will refrain from further attacks, and is easing wartime restrictions domestically. The 12-day conflict killed at least 610 people in Iran per its Health Ministry (a rights group says at least 974) and 28 in Israel. Regional actors are urging diplomacy, while the United States has emerged as the key broker; Trump signaled the U.S. will not continue military support for Israel in this fight.
Entities: Israel, Iran, Donald Trump, NATO summit, IAEATone: analyticalSentiment: neutralIntent: inform