Following the Donald Trump administration’s announcement of an Iran peace deal, financial markets are bracing for a massive boost. FedWatch Advisors founder Ben Emons says the reopening of the Strait of Hormuz will trigger a “relief rally” that will unlock global economic recovery, and he’s flagging four specific “cheap” non-tech stocks for investors to buy now.
The Geopolitical Impact & Relief Rally
The solution for the conflict brings economic benefits, primarily by resolving severe bottlenecks in the Strait of Hormuz. For months, global supply chains faced critical shortages of oil, fertilizer, helium, and aluminum.
Emons notes that normalizing the flow of these commodities prevented significant shortages that were only a few weeks away from hitting the market. “I think it’s a true relief rally,” Emons explained in a podcast with Phil Rosen.
“We’re priced in a full reopening of the Strait… And then that means probably somewhat lower energy prices, lower inflation, maybe less of multipolicy tightening.”
