Ceasefire Holds, Rally Rolls

2026-05-31 09:00:00 ET

Real Estate Weekly Outlook

U.S. equity markets advanced for a ninth straight week - the longest winning streak since late 2023 - as investors grew more confident that the U.S.-Iran ceasefire framework could remain intact and eventually lead to a broader resolution of the conflict. Wall Street has been whipsawed by shifting headlines on the truce negotiations, including fresh U.S. “defensive” strikes on Iranian targets, but investors appeared to interpret the limited nature of the response as evidence that the ceasefire remained durable rather than a sign of renewed escalation. Risk appetite improved into the weekend after administration officials suggested that the two sides were the “closest” they have been to an accord, while reports of improving vessel traffic through the Strait of Hormuz offered a tangible sign that pressure on global energy flows may be easing....

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