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Markus Kahnert

Why Are Markets Pricing Relief While the Damage Remains?

June 24, 2026April 8, 2026 by Markus Kahnert

The two-week ceasefire between the United States and Iran has quickly changed market psychology. Oil fell, equities rebounded, and investors began to price immediate relief from further escalation.

Categories Iran War Insight, Latest Notes, Market Impact

Why Does a Ceasefire Not Mean Control?

June 24, 2026April 8, 2026 by Markus Kahnert
Why Ceasefire Doesn`t Mean Control

The current ceasefire lowers the risk of an immediate US strike, but it does not solve the underlying conflict. Iran still wants broader guarantees, compensation, and a more durable arrangement.

Categories Geopolitical Risk, Iran War Insight
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