US–Iran Ceasefire: Calm on the Ground, Uncertainty for Markets

The United States and Iran have agreed on a 14-day ceasefire that immediately impacted the global economy. Oil prices dropped, stock markets rallied, and there is potential for lower fuel prices and easing inflationary pressures. A crucial factor remains the Strait of Hormuz, a key route for global energy supplies.

As highlighted in a TV Nova report, economist Jan Boubín from NEWTON University notes that stabilizing the situation could lead to renewed jet fuel supplies and a recovery in air travel. It may also help slow down rising food and energy prices, which had been under pressure due to the conflict.

However, experts caution against excessive optimism. The economic effects of the conflict have already been reflected in prices, investments, and market behavior, and a full return to the previous state is unlikely in the short term. The coming weeks will therefore be critical not only for geopolitics but also for everyday economic realities. Watch the full report.