Markets surged after news of a ceasefire between the U.S. and Iran, oil dropped hard, and Wall Street rushed into risk. But this rally may be pricing in the wrong outcome.

In this video, Mark Malek breaks down why the ceasefire may not be the clean resolution financial media is selling, why the Strait of Hormuz reopening does not mean supply chains normalize overnight, and why safe haven strength in bonds and gold may be the real signal investors should be watching.

We also dig into the bigger macro picture: sticky inflation, tariff pressure, a weakening labor market, and the stagflation risk that was already building before the first strike. If this deal frays, today’s relief rally could turn into tomorrow’s reversal.

Topics covered:
Iran ceasefire and market reaction
Oil crash and relief rally
Strait of Hormuz risk
Gold, bonds, and hedging signals
Fed, inflation, and stagflation
Sectors to watch if the rally holds—or fails

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