market analysis

Money flowed into risk assets on reports of a Middle East ceasefire; the S&P 500 and NASDAQ regained their highs, and bitcoin retook the $100,000 level. Crude oil plunges 6%, easing inflationary pressures, and the dollar weakens slightly. Interest rate cut speculation resurfaces ahead of the U.S. PCE.

Market Insights for June 24, 2025: Risk assets rebound on Iran-Israel ceasefire reports, energy markets plunge, bonds and gold firm. The U.S. tech-led rally continues, while a sharp drop in oil prices has reduced inflation fears and paused the dollar's rise.

Markets on June 21, 2025, are mixed on stocks due to a mix of Middle East tensions and U.S. tariff inflation fears. Dollar preference continues due to lower US long-term interest rates, while real assets such as crude oil, copper, and gold are firm. Capital was concentrated in large cap tech, resource stocks, and defensive issues.

On June 20, 2025, U.S. stocks fell back on profit-taking. Interest rates fell in major economies, leading to capital inflows into safe assets. The dollar firmed and the yen softened. Crude oil and gold rise and a wait-and-see mood prevails ahead of next week's PCE index.