Ceasefire Rally - Reality Check? | S3 E136 | 04-08-26

About this episode

Megan Horneman discusses the market surge following a temporary ceasefire between the U.S. and Iran and the implications for investors.

Markets surged on April 8 as investors reacted to news of a temporary two-week ceasefire between the U.S. and Iran. Oil prices plunged, yields moved lower, and inflation expectations eased — fueling a powerful relief rally in equities. In this episode of Markets with Megan, Megan Horneman explains what’s really driving the move and why caution is still warranted. While the market is celebrating a pause in tensions, the details of the ceasefire remain unclear, the Strait of Hormuz situation i...

People in this episode

Host: Megan Horneman

Topics covered

• financial markets
• ceasefire
• oil prices
• equities
• inflation expectations
• investor sentiment

Keywords

• ceasefire rally
• financial markets update
• oil prices
• equities
• inflation expectations

Mentioned in this episode

Places: U.S., Iran, Strait of Hormuz

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