Market View: Markets rally on a two-week ceasefire - Is this relief or risk mispriced?

Your Way Home with Hongbin Jeong · Apr 8, 2026 · 14m

Energy markets remain a key concern. After weeks of heightened focus, the question now is whether prices are entering a more stable phase or if volatility will persist. For Asia, potential shifts toward alternative oil sources such as the US raise structural questions, particularly around the mismatch between heavier crude exports and the region’s refining configurations. Apple also comes into focus after reports that its foldable iPhone has encountered engineering challenges, potentially delaying its launch. The stock fell sharply on the news, just as it appeared to be building upward…