Nikkei 225 September futures traded at 68,390 in Chicago by 7:58 a.m. Tokyo time, up from 66,120 in Osaka on Friday, pointing to gains for Japanese stocks.
Trump said the US and Iran had reached a peace deal, lifting hopes the Middle East war is nearing an end and the Strait of Hormuz will reopen.
Oil fell sharply on the news, while the dollar weakened against the yen as investors moved back into risk assets and priced in less pressure on energy supplies.
The broader market reaction extended across Asia, with the deal easing inflation concerns and supporting expectations that global central banks may face less urgency from energy-driven price shocks.
Oil prices plunged on the peace news, but why might your relief at the gas pump be months away?
What was Pakistan's true price for brokering a peace deal that saved the global economy from collapse?
With thousands of mines still in the water, is the world's most vital oil route actually safe to reopen?
US-Iran Ceasefire 2026: Market Surge, Oil Shock, and the Fragile Path to Regional Stability
Overview
In June 2026, global financial markets responded positively to progress in US-Iran ceasefire negotiations, with the Russell 2000 index jumping 3 percent. This surge was driven by anticipation of easier interest rates, which especially help smaller companies that rely on borrowing to grow. Diplomatic efforts, led by Qatar and Pakistan, brought the ceasefire agreement close to completion, boosting market optimism. However, tensions remained high as incidents in the Strait of Hormuz showed ongoing security risks. Overall, hopes for a deal and expectations of improved economic conditions fueled market gains, even as regional stability remained fragile.