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Geopolitical risks stay high despite Iran ceasefire, impacting energy and markets globally.

Market News
09 Apr 2026
Seeking Alpha
View Source
Neutral
pluang ai news

A two-week ceasefire in the Iranian conflict has temporarily eased tensions, but geopolitical risks remain elevated, especially with Iran's control over the Strait of Hormuz affecting global energy and trade. Markets have rebounded, yet volatility and tail risks persist as the world adjusts to supply chain disruptions and a fractured global order. Energy sector confidence has waned, though structural supply-demand imbalances and Iran's strategic position may keep prices supported. Precious metals like gold are expected to benefit from increased geopolitical risk and economic uncertainty, while rising energy costs could slow AI infrastructure growth.

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