Trump's Iran Ceasefire Revives Fed Cut Hopes: 15 Rate-Sensitive Stocks Rallying Wednesday

For weeks, the Iran war was an inflation story. Oil above $110 meant $4 gasoline, higher transport costs, higher everything — a sustained supply-side shock that forced the Federal Reserve to stay on hold, and markets to price out every cut that had been penciled in before the start of Operation Fury.
The war didn’t just raise energy prices. It repriced the entire path of monetary policy.
On Wednesday, the ceasefire ran that logic in reverse.
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WTI crude crashed 18% to $92, the 10-year Treasury note yield — a key gauge of long-term growth and inflation expectations — fell about five basis points to 4.25%, its lowest level in roughly three weeks.
CME FedWatch odds for at least one Fed rate cut by