Ceasefires, Central Banks, and 2x Trades: Reading Between the Market’s Relief Rally

Markets are rarely ever calm but every so often, they find a way to exhale. That’s what we saw this week as punters began to cautiously price in a reduction of geopolitical risk following a U.S.-brokered truce between Israel and Iran. In a world increasingly shaped by political whiplash and policy uncertainty, that alone was enough to lift risk assets. But the full picture? That’s more layered.

In this post i will unpack the recent events and how things are shaping up and two trade ideas.