Risk assets jump on U.S.-Iran peace framework; oil slides as rate-cut expectations are pushed out

BlockBeats reports that on June 15, U.S. President Trump said the United States and Iran have agreed on a framework for a peace deal and plan to formally sign it on June 19. The framework includes lifting the U.S. naval blockade and helping reopen the Strait of Hormuz. The news boosted global risk appetite. Oil sold off sharply, with Brent briefly down about 5% to roughly $82, extending losses to around 33% from its March peak. Analysts said a resumption of shipping through the strait would directly ease concerns over global energy supply shortages. Equities advanced broadly. U.S. Nasdaq futures rose about 2% in premarket trading, tracking gains across major global indices. Risk assets also rebounded, with Bitcoin briefly topping $66,000 and up 2.7% over 24 hours. Gold climbed nearly 3% to above $4,330. In rates, investors currently expect the Federal Reserve to keep policy steady at 3.50%–3.75% at the upcoming FOMC meeting, with additional hikes this year largely priced out. Markets now see the first rate cut pushed back to early 2027. Analysts cautioned that uncertainty remains elevated. Whether Middle East tensions truly cool, whether the 60-day ceasefire framework can turn into a long-term agreement, and the pace of follow-on negotiations could all drive volatility. Technically, Bitcoin has bounced from the $60,000 support level but remains in a downtrend channel. Key resistance areas are $68,900 and $80,000. The near-term path still hinges on macro risk sentiment and shifts in liquidity.