The global landscape is undergoing a major turning point! The peace agreement between the United States and Iran significantly eases geopolitical tensions, injecting stability expectations into the Middle East and potentially reshaping the pricing dynamics of global commodities and safe-haven assets.

Meanwhile, the Federal Reserve’s June FOMC meeting is set to take place in the early hours of June 18 Beijing time. Against the backdrop of optimism stemming from the peace deal and ongoing market speculation over Fed tightening, how will markets react? In this complex and volatile macro environment, investors should remain vigilant about potential market volatility triggered by interest rate decisions, while also watching for structural opportunities in energy and safe-haven assets as geopolitical risk premiums dissipate.