US-Iran Conflict Ceasefire Impact on US Markets and Gold Miners

The US markets have returned to pre-conflict levels following ceasefire news between the US and Iran, although a final agreement is still pending. This development has influenced risk sentiment, with gold miners notably lagging behind in market performance as trading resumes.

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04-14
GLOBAL MARKETS-Stocks rebound, oil and dollar slip on hopes of US-Iran resolution
GLOBAL MARKETS-Stocks rebound, oil and dollar slip on hopes of US-Iran resolution
04-14
Gold Prices Consolidate as Geopolitical Tensions Subside
Gold Prices Consolidate as Geopolitical Tensions Subside
04-14
U.S.-Iran Negotiations Show Signs of Progress, Gold Prices Rebound, Oil Retreats from Highs
U.S.-Iran Negotiations Show Signs of Progress, Gold Prices Rebound, Oil Retreats from Highs
04-14
Overnight Market Recap: U.S. Stocks Advance, Oil Prices Climb, U.S.-Iran Talks in Focus
Overnight Market Recap: U.S. Stocks Advance, Oil Prices Climb, U.S.-Iran Talks in Focus
04-13
Late-Night Surge: Major Positive Development Emerges in US-Iran Negotiations
Late-Night Surge: Major Positive Development Emerges in US-Iran Negotiations
04-13
Gold Faces Renewed Pressure as US-Iran Talks Fail to Yield Agreement
Gold Faces Renewed Pressure as US-Iran Talks Fail to Yield Agreement
04-13
Gold Experiences Sharp Volatility Following US-Iran Negotiation Breakdown; Short Positions Recommended After Rebound
Gold Experiences Sharp Volatility Following US-Iran Negotiation Breakdown; Short Positions Recommended After Rebound
04-13
Goldman: US Markets Back to Pre-Conflict, Gold Miners Lag
Goldman: US Markets Back to Pre-Conflict, Gold Miners Lag

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Global Market Outlook | The Irreversibility of Sovereign Capital — Why Gold Ignores the Oil Collapse

Issued: April 13, 2026Period Covered: April 6, 2026 → April 13, 2026 1. Core Macro Dislocation: Historic Divergence Between Oil Collapse and Gold Surge Over the past week, global markets have exhibited a structural anomaly that cannot be reconciled under any traditional macro framework: $WTI原油主连 2605(CLmain)$ WTI Crude declined to 95.63 $黄金主连 2606(GCmain)$ Gold surged to 4727.45 $比特币(BTC.USD.CC)$ Bitcoin broke above 70875.66 Under conventional models, this configuration should not exist. Classical transmission: Oil ↓ → Inflation expectations ↓ → Real yields ↑ → Gold ↓ Observed reality: Oil ↓ + Gold ↑ + BTC ↑ This divergence signals a fundamental reg
Global Market Outlook | The Irreversibility of Sovereign Capital — Why Gold Ignores the Oil Collapse