US Bank Stocks Rise Following US-Iran Two-Week Ceasefire Agreement
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Source: moomoo
US-Iran Agreement: The United States and Iran have reached an agreement to implement a two-week ceasefire.
Impact on US Banks: Following the agreement, US banks are experiencing a climb in their shares.
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Analyst Views on GS
Wall Street analysts forecast GS stock price to rise
12 Analyst Rating
5 Buy
7 Hold
0 Sell
Moderate Buy
Current: 905.750
Low
604.00
Averages
951.45
High
1100
Current: 905.750
Low
604.00
Averages
951.45
High
1100
About GS
The Goldman Sachs Group, Inc. is a global financial institution that delivers a range of financial services to a large and diversified client base that includes corporations, financial institutions, governments and individuals. Its segments include Global Banking & Markets, Asset & Wealth Management and Platform Solutions. The Global Banking & Markets segment offers a range of services, including financing, advisory services, risk distribution, and hedging for its institutional and corporate clients. It facilitates client transactions and makes markets in fixed income, equity, currency and commodity products. The Asset & Wealth Management segment manages assets and offers investment products across all asset classes to a diverse set of clients. It also provides investing and wealth advisory solutions. The Platform Solutions segment includes consumer platforms, such as partnerships offering credit cards and point-of-sale financing, and transaction banking and other platform businesses.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Post-Earnings Reaction Potential: Goldman has settled higher after six of its last eight earnings reports, including a 4.4% rise in January, and the options market is pricing in a 5.8% move, significantly higher than the 2.6% average over the past two years, suggesting strong expectations for the upcoming report.
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- Ceasefire Negotiations Tension: U.S. and Iranian negotiators are set to meet in Pakistan, and despite heated rhetoric, there remains a willingness to maintain the ceasefire, which could impact future energy supply and price stability.
- Global Economic Impact: China's factory-gate prices have risen for the first time in over three years, indicating the war's disruption of global energy markets, potentially leading to increased inflationary pressures for the Federal Reserve.
- Political Landscape Attention: The British Prime Minister expressed frustration over energy price volatility, highlighting the influence of international politics on domestic economies, which underscores the far-reaching effects of global political dynamics on markets.
See More
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- Oil Price Increase: Oil prices have risen as tensions in the Strait of Hormuz escalate, with West Texas Intermediate crude futures gaining 0.55% to $98.33 per barrel and Brent crude futures rising over 1% to $96.91 per barrel, reflecting market concerns over potential supply disruptions.
- Restricted Shipping Flows: Despite a two-week ceasefire agreement between the U.S. and Iran, shipping through the Strait of Hormuz remains severely restricted, impacting about 20% of global oil supply and creating a tense market atmosphere.
- Saudi Production Cuts: Attacks on Saudi Arabia's energy infrastructure have reduced its oil production capacity by approximately 600,000 barrels per day and cut flows through the East-West Pipeline by around 700,000 bpd, further exacerbating supply disruption risks.
- Uncertain Demand Outlook: With Gulf imports dropping below 2 million barrels per day, analysts suggest that buyers may need to rely on stockpiles and alternative supplies for at least another month, even as rising fuel prices begin to weigh on demand.
See More
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- Transport Restrictions: The CEO of Abu Dhabi National Oil Co. confirmed that the Strait of Hormuz is not open to shipping, with traffic being restricted, which will further exacerbate international oil price volatility and impact the global energy supply chain.
- Geopolitical Tensions: Iran's plan to charge shipping companies cryptocurrency tolls for passage through the Strait could provoke strong international backlash, increasing the risk of regional conflict.
- Emergency Measures Escalate: Japan is reportedly considering releasing about 20 days' worth of oil reserves as early as May to address the global supply crisis, demonstrating the urgency and strategic responses of governments facing energy shortages.
See More
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- Consumer Price Index Change: In March 2026, China's Consumer Price Index (CPI) rose by 1% year-on-year, falling short of economists' forecast of 1.2%, indicating a moderation in inflation pressure that could impact consumer confidence and economic growth.
- Producer Prices Rise: The Producer Price Index (PPI) increased by 0.5% year-on-year, marking the end of the longest deflationary streak since September 2022, suggesting a resurgence in manufacturing cost pressures that may affect profit margins.
- Surge in Oil Prices: The Iran war has caused global energy market turmoil, with Brent crude prices rising 33% since February 28 to $96.7 per barrel, potentially leading to inflationary spillovers in China, although its strategic stockpiling provides some cushion.
- Economic Growth Forecast Adjustment: Morgan Stanley has cut its GDP growth forecast for China in 2026 by 10 basis points to 4.7%, warning that if oil prices continue to rise to $150 per barrel, real GDP could slow to 4.2%, highlighting the potential threat of energy prices to the economy.
See More
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- Focus on AI Risks: The emphasis is on understanding and mitigating potential dangers posed by advanced AI technologies.
See More
