The news of the end of the war, the market fears two things most

When Donald Trump indicated that the Iran conflict is nearing its end, many investors felt both excited and cautious.
The excitement comes from the possibility that if the situation truly eases, global markets could rebound.
The caution stems from the fact that the market has experienced too many “plot twists.”
Capital markets are actually very realistic. The impacts of war are mainly concentrated in two areas:
Energy prices
Market sentiment
If the risk of war decreases, oil prices usually fall back. And a drop in oil prices means inflationary pressures are easing.
Once inflation declines, central banks will have more policy space. Expectations of rate cuts increase, liquidity conditions improve, and stocks naturally become more likely to rise.
But what the market truly fears are two things:
First, the situation fluctuates repeatedly. Second, high oil prices persist.
If the war drags on and oil prices stay high for a long time, corporate cost pressures will gradually become apparent, and economic growth could be affected.
So many investors are now adopting a very pragmatic strategy:
Neither fully optimistic nor fully pessimistic.
Simply put—
Watch oil prices first, then watch the market.
If oil prices continue to fall, it indicates the market believes risks are decreasing; if oil prices keep rising, it shows the market is still worried about supply issues.
In the financial world, sometimes prices are more truthful than news.
Because news tells stories, while prices tell results. $GT ‌#特朗普称伊朗战事接近尾声