Iran ceasefire reshapes energy markets overnight. President Trump announced a deal late Tuesday, triggering an immediate market response Wednesday. Stock indices surged while energy prices collapsed as investors priced in Iran reopening the Strait of Hormuz. Brent crude oil and European natural gas fell sharply on supply relief expectations. The geopolitical shift demonstrates how quickly markets react to major political developments affecting global energy infrastructure. Investors who waited for complete clarity missed the initial moves, as markets price in probabilities before situations fully resolve. This ceasefire has significant implications for inflation, transportation costs, and energy sector valuations across global portfolios. The message is clear: market timing requires acting on incomplete information, not waiting for certainty.
