The peace deal is real — but the market is right to be cautious. Three previous ceasefires all failed. The June 19 talks already hit a wall. And the Fed is telling us clearly — even with Hormuz open, inflation will not cool fast enough to cut rates in 2026. The next catalyst is 2–3 months of post-Hormuz CPI data. Until then — patience is the trade. 🎯

#fomc #IranIsraelConflict #Hormuz #Inflation #DYOR

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