DXY firms alongside crude, equities broadly bid despite some Chinese ADRs hit; Waller and Warsh ahead - Newsquawk US Market Open

Broad risk-on amid hopes of US-Iran agreement; thin trade expected with cash market closures in the US+UK -…

US and Iran agreed in principle on a 60-day ceasefire and Strait of Hormuz reopening, with 95% of terms settled pending Khamenei's final sign-off over the next 5–6 days. Crude futures fell and EU equity futures rose 1.0%, signaling reduced energy cost volatility with direct relevance to infrastructure capex and supply chain planning.