Analysts at Morgan Stanley and Raymond James analyzed the post-war stock "swing" since the mid-20th century

47 days later: how markets recover from war and conflict


Investment bank's baseline scenario assumes oil at $60-65

UBS allowed oil prices to fall below $50 per barrel. What is behind this scenario?

Against the backdrop of ongoing tensions around the truce between Israel and Iran, the cost of oil rose by more than 1%, but remains near its lows for several weeks - investors do not expect supply disruptions. At the same time, optimism is growing in the stock market: the S&amp;P 500 index is close to an all-time high, and a BMO strategist has improved his outlook for U.S. stocks this year. At the same time, bond market veteran Bill Gross warns that yields on 10-year Treasuries are unlikely to fall below 4.25%, while predicting a "small bull market" for stocks amid the AI boom. On these and other topics, see our roundup of key events for the morning of June 25.

Highlights for the morning: Wall Street is expected to rally, oil is rising, South Park vs. Skydance

Chevron Corporation

Exxon Mobil Corporation

The cost of oil has returned to the level it was before Israel began bombing Iran

Oil prices are down more than 6%. Why could this be bad for the stock market?

The euro will be the most sought-after currency in central banks' reserves over the next 1-2 years, the yuan on a 10-year horizon, a survey showed

The world's central banks are considering moving away from the US dollar. What are they choosing?

Royal Gold, Inc.

AngloGold Ashanti plc

Franco-Nevada Corporation

Iran's conflict with Israel is not the only driver of precious metal prices growth

The price of gold fell due to hopes for a truce in the Middle East. What's next?

Israel on the morning of June 24 accused Iran of violating&nbsp;the ceasefire announced by U.S. President&nbsp;Donald Trump, <a href="https://www.bloomberg.com/news/articles/2025-06-24/iran-israel-war-may-pause-after-trump-says-ceasefire-reached?srnd=homepage-europe">writes</a> Bloomberg.

Israel accused Iran of violating the ceasefire agreement

Taiwan Semiconductor Manufacturing Company Limited

SK hynix Inc.

Samsung Electronics Co., Ltd.

SK Hynix and Samsung quotes rose sharply amid weakening geopolitical risks

Korean stocks emerged as the top gainers in Asia after de-escalation in the Middle East


U.S. stock futures jumped after the U.S. president's statement

Trump announced a ceasefire and the end of the war between Israel and Iran

The main US index is now trading just 2% below its all-time high


"Roaring 20s": why does Yardeni believe the U.S. operation will support a 70% rise in the S&P 500?

Shell plc

The cost of Brent has fallen by about 7%


Oil prices collapsed after Iran attacks on U.S. bases. Why aren't traders concerned?

Tesla, Inc.

Cisco Systems, Inc.

Amazon.com, Inc.

Markets do not expect Tehran to carry out its threat to cut off a key route for global oil trade