Trump's US-Iran Deal Sparks Stock 'Buy Signal' Amid Falling Oil, Yields

President Trump signed a U.S.-Iran Memorandum of Understanding (MOU) on June 17, 2026, which market analysts view as a "strong buy signal" for stocks. De-escalation is expected to lower oil prices and U.S. bond yields, creating looser financial conditions favoring risk assets while pressuring gold. The MOU mandates an immediate ceasefire, reopening the Strait of Hormuz for oil, lifting the U.S. naval blockade on Iran, and initiating a 60-day window for nuclear negotiations. Analyst Tony Nash links the deal to November midterms, forecasting potential deflation and falling mortgage rates. Lower oil prices and U.S. Treasury yields could enable a more accommodative Federal Reserve, potentially leading to fewer rate hikes. Iran holds 150 million barrels of stockpiled oil ready for export. However, Israeli Prime Minister Netanyahu expressed "alertness" to the deal, and European Central Bank officials remain cautious on full oil supply restoration.