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Dow Falls as Trump Ditches Iran Ceasefire, Oil Prices Soar

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Oil
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US stocks are set to open lower today after President Trump announced he would not extend the ceasefire with Iran, which expired yesterday. The move has pushed oil prices higher, bringing inflation concerns back into focus. The 10-year Treasury yield is now at its highest level since January 2025, while the 30-year Treasury yield has reached its highest level since 2007.

The Dow Jones index ran into resistance at the record high of 54,750, forming a shooting-star reversal candle before easing lower towards 53,400. The index remains above its rising trend line and both the 50 and 200 EMAs, so despite the pullback, the broader trend remains constructive.

The US dollar is rising slightly, supported by safe-haven demand and the fact that the US is a net oil exporter. However, gains could be limited as markets have reduced expectations for further Fed rate hikes following recent US economic data.

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