{"id":63168,"date":"2026-06-15T00:38:13","date_gmt":"2026-06-15T04:38:13","guid":{"rendered":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/global-markets-rally-on-us-iran-peace-deal-netanyahu-rejects-lebanon-withdrawal\/63168\/"},"modified":"2026-06-15T00:38:13","modified_gmt":"2026-06-15T04:38:13","slug":"global-markets-rally-on-us-iran-peace-deal-netanyahu-rejects-lebanon-withdrawal","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/global-markets-rally-on-us-iran-peace-deal-netanyahu-rejects-lebanon-withdrawal\/63168\/","title":{"rendered":"Global Markets Rally on US-Iran Peace Deal; Netanyahu Rejects Lebanon Withdrawal"},"content":{"rendered":"<h2>Key Takeaways<\/h2>\n<ul>\n<li><strong>Asian markets soared<\/strong> and <strong><a href=\"https:\/\/stockmarketwatch.com\/energy\/crude-oil\" data-internallinksmanager029f6b8e52c=\"12\" title=\"Crude oil\">oil prices<\/a> fell 4.2%<\/strong> following the announcement of a &quot;complete&quot; <strong>US-Iran peace deal<\/strong> and the lifting of the <strong>Strait of Hormuz<\/strong> blockade.<\/li>\n<li><strong>Prime Minister Benjamin Netanyahu<\/strong> informed President Trump that <strong>Israel will not withdraw from Lebanon<\/strong>, potentially complicating the regional ceasefire clause of the new accord.<\/li>\n<li><strong>Japanese 30-year government bond yields<\/strong> fell 3.5 basis points to <strong>3.760%<\/strong> as easing inflation concerns triggered a rally in fixed-income markets.<\/li>\n<li><strong>The Bank of England (BoE)<\/strong> faces mounting pressure ahead of its June 18 rate decision, with analysts divided over a potential <strong>hawkish shift<\/strong> due to persistent inflation risks.<\/li>\n<li><strong>Bouygues (<a href=\"\/stock\/EN\">EN<\/a>)<\/strong> expressed confidence that its <strong>\u20ac20 billion break-up<\/strong> of French telecom giant <strong>SFR<\/strong> can secure regulatory approval despite antitrust concerns.<\/li>\n<\/ul>\n<h2>US-Iran Peace Deal Triggers Global &#39;Risk-On&#39; Rally<\/h2>\n<p>Global financial markets reacted with a massive &quot;risk-on&quot; surge after <strong>President Donald Trump<\/strong> announced on Sunday that a peace deal with <strong>Iran<\/strong> is &quot;now complete.&quot; The agreement, mediated by <strong>Pakistan<\/strong>, includes the immediate and permanent termination of military operations and the reopening of the <strong>Strait of Hormuz<\/strong>. In response, <strong>U.S. crude oil<\/strong> prices tumbled approximately <strong>4.2% to $81.30 per barrel<\/strong>, while Asian equities jumped, with the <strong>Nikkei 225<\/strong> surpassing the 69,000 level for the first time.<\/p>\n<p>The deal is scheduled for a formal signing ceremony on <strong>Friday, June 19, in Switzerland<\/strong>. Under the terms, the <strong>United States<\/strong> will lift its naval blockade of Iranian ports and authorize the &quot;toll-free opening&quot; of the strategic waterway. While the agreement provides a 60-day window to address <strong>Iran&#39;s nuclear program<\/strong>, the immediate cessation of hostilities has significantly cooled global energy supply fears that have roiled markets since February.<\/p>\n<h2>Netanyahu Rejects Lebanon Clause Amid Security Concerns<\/h2>\n<p>Despite the broader peace framework, <strong>Prime Minister Benjamin Netanyahu<\/strong> has reportedly told <strong>President Trump<\/strong> that <strong>Israel (<a href=\"\/stock\/ISRL\">ISRL<\/a>)<\/strong> does not consider itself bound by the clause requiring a withdrawal from <strong>Lebanon<\/strong>. Israeli media sources indicate that Netanyahu clarified the <strong>IDF<\/strong> will remain in its current positions in southern Lebanon to continue thwarting threats from <strong>Hezbollah<\/strong>.<\/p>\n<p>This defiance comes after <strong>Trump<\/strong> issued rare criticism of the Israeli strike on <strong>Beirut<\/strong> over the weekend, which he claimed &quot;should not have happened&quot; so close to the peace deal signing. While the <strong>US-Iran<\/strong> accord includes a ceasefire on all fronts, the Israeli security establishment remains wary of any agreement that restricts its military freedom of action against Iranian-backed proxies.<\/p>\n<h2>Central Banks and Bond Markets Navigate Shifting Inflation<\/h2>\n<p>In the United Kingdom, the <strong>Bank of England<\/strong> is preparing for a high-stakes rate-setting decision on June 18. While the <strong>MPC<\/strong> is expected to hold rates at <strong>3.75%<\/strong>, &quot;anxieties over inflation risk&quot; are mounting as members weigh softer April CPI data against the long-term energy shocks of the recent conflict. Markets are closely watching for a potential <strong>5-4 split<\/strong> in the vote, which could signal a hawkish turn toward rate hikes later this year.<\/p>\n<p>In Japan, the <strong>30-year government bond (JGB) yield<\/strong> fell to <strong>3.760%<\/strong>, reflecting a broader cooling of yields across the curve. The rally in JGBs was bolstered by news of the Middle East ceasefire, which eased global inflation expectations. Simultaneously, regional lenders like <strong>Iyogin Holdings (<a href=\"\/stock\/8330\">8330<\/a>)<\/strong> have begun buying JGBs for the first time in a decade, signaling a return of domestic institutional interest to the $7 trillion market.<\/p>\n<h2>Corporate and Geopolitical Developments<\/h2>\n<p>In the telecommunications sector, <strong>Bouygues (<a href=\"\/stock\/EN\">EN<\/a>)<\/strong> is pushing for the <strong>\u20ac20.35 billion<\/strong> takeover and break-up of <strong>SFR<\/strong>. Alongside <strong>Orange (<a href=\"\/stock\/ORA\">ORA<\/a>)<\/strong> and <strong>Free-iliad<\/strong>, the consortium aims to divide SFR\u2019s assets to reduce France\u2019s major operators from four to three. Despite warnings from France\u2019s <strong>Autorit\u00e9 de la Concurrence<\/strong> regarding market concentration, <strong>Bouygues<\/strong> maintains that the deal can win approval through behavioral remedies and a commitment to protect 8,000 jobs until 2029.<\/p>\n<p>On the front lines of the <strong>Ukraine-Russia<\/strong> conflict, a sophisticated <strong>Ukrainian drone campaign<\/strong> has reportedly choked Moscow\u2019s vital supply lines to <strong>Crimea<\/strong>. The <strong>R-280 &quot;Novorossiya&quot; route<\/strong> has been dubbed the &quot;highway of death&quot; as Ukrainian unmanned systems target fuel tankers and military convoys. Ukrainian officials claim the campaign has reduced Russian military traffic by more than <strong>two-thirds<\/strong> over the past month, further isolating the peninsula.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways Asian markets soared and oil prices fell 4.2% following the announcement of a &quot;complete&quot; US-Iran peace deal and 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