Investors are betting on a fragile ceasefire

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US President Donald Trump talks to journalists about the Israeli conflict, Iran, on the first air force on June 24, 2025, while traveling to attend the NATO summit in the state and the government in The Hague in the Netherlands.

Brendan Smalovsky AFP | Gety pictures

The ceasefire between Israel and Iran appears to be carried. in Yesterday’s newsletterWe talked about how Blitzkrieg seemed to be a diplomacy led by missiles that help cancel tensions.

The other side of this strange path to the armistice is that the missiles, well, are mainly weapons. Just hours after both countries agreed to a ceasefire, Israel He said Its rival has long fired rockets at its borders – an accusation that Tehran denied – and was preparing to “respond strongly”. Perhaps with more missiles.

US President Donald Trump – who mediated the ceasefire with Prince Tarim bin Hamad Al Thani – has expressed his frustration with these developments.

“I am not happy with them. I am not happy with Iran either, but I am not really happy if Israel comes out this morning,” Trump He said A reporter gathered on his way to the NATO summit in the Netherlands.

His warnings appear to be working. There is now a fragile truce between the two countries.

Oil prices fell and American stocks jumped.

Reuters downloaded a picture of the Israeli population Play my sparse on the beach On June 24. Flights at Ben Gurion Airport in Israel are resumed, and the Iranian airspace is partially open, according to FLIGRADAR24, CNBC I mentioned At about three in the morning in Singapore.

Three hours after this update, NBC NewsQuoting three people familiar with this issue, I stated that the initial evaluation of the US Defense Intelligence Agency found American strikes on Iranian nuclear sites on Saturday The left “basic pieces … are still intact.”

And so he goes.

What you need to know today

Israel-Iran is the ceasefire, at the present time
The fragile ceasefire between Israel and Iran,
It was announced by Trump on Mondayand It appears to be a contract. Israel on Tuesday He said He will honor the ceasefire as long as Iran does the same. Earlier in the day, both countries accused each other of violating the armistice, and said they were ready for revenge, which prompted Trump to say that he is “Unhappy” with them. Keep aware of Israel’s conflict with Iran’s live CNBC blog here.

Markets jump as traders are betting on the armistice
American stocks jumped on Tuesday Based on the expectations that the ceasefire will hold Israel, Iran. the S & P 500 Earn 1.11 % to put it Only 0.9 % away from a height of 52 weeks. the Dow Jon’s industrial average He added 1.19 % and Nasdak 1.43 % ascended. the Nasdaq-100 1.53 % rose to close at the highest level ever. Europe Stoxx 600 1.11 % increased. Travel shares were some of the best performanceWhile oil and gas stocks decreased more than others.

Oil prices fell for the second day
Oil prices fell on TuesdayHis second day of decline, as the market bet The risk of a major disorder in the symptom has faded. United States crude oil He settled 6 % at $ 64.37 a barrel while the global standard Brent 6.1 % decreased to $ 67.14 during American trading. The prices were closed by 7 % on Monday. Earlier on Tuesday, Trump He said China can continue to buy oil from Iran, as if it seemed a sign that the United States may reduce its pressure campaign against Tehran.

Powell says the Federal Reserve “is in good position to wait”
In a hearing in the US Congress on Tuesday, Federal Reserve Chairman Jerome Powell said the economy is still strong. But he pointed out that inflation is still higher than the goal of the central bank of 2 %, and that the Federal Reserve Bank has a “commitment” to prevent definitions from becoming a “continuous inflation problem”. Completely, these considerations are controlling the federal reserve “In a good position to wait“Before making a decision on interest rates.

The United States is committed to girls: Secretary -General
There “Full commitment By the US President and the US Supreme US leadership of NATO, “Military Alliance Secretary Mark Roti said on Tuesday morning, where the summit started in The Hague, the Netherlands. But America expects to spend Europe and Canada as the United States does on defense. Increase defensive spending To 5 % of GDP by 2035.

(Pro) is not “bully enough” in the assembly: HSBC
The S&P 500 Introms has returned it from its lowest level in April to approximately 1 % of its high record in a very short time. It has baffled many investors, who are concerned that another retreat on the horizon. But Max Keitner, chief multi -asset strategic expert in HSBC, said it was concerned It is not “upside down” in the current assembly.

Finally …

Pictures from Tasnim semi -official news show that STENA IMPERO is seized and detention between July 19 and July 21, 2019 near the Hormuz Strait, Iran.

A shareholder Getty Images News | Gety pictures

The CEO of Tanker says the Hormuz GPS Strait is still a major security issue.

Despite a The ceasefire between Israel and Iran On Tuesday, security issues continue in the Strait of Hormuz for Shipmakers.

According to the Greek -based Greece, the owner of the Fourth Genered Board, Chairman and CEO of Greece Navius ​​maritime partners,, Which owns and runs dry shipping ships and bathrooms, ships in the Strait of Hermoz are still threatened by the ongoing GPS signal.

“We have passed by about 20 % of the vessels across the hormonal strait, and ships are waiting abroad,” Frango told CNBC.

“You hear a lot of regular navigational lines (ocean charging) that it is wandering only during the day because of the jamming GPS signals from the ships. They don’t want to pass during the night because they find it dangerous. So it is a very liquid condition,” said Frango.



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