Iran-Israel war entering a ceasefire phase, markets are reacting swiftly and selectively. Here's a breakdown of likely winners and losers based on current trends: 📈 Stocks Likely to Go Up Airlines & Travel: With airspace reopening and reduced geopolitical risk, global airline stocks like Lufthansa, Air France-KLM, and US carriers (Delta, United) have already surged 4–10%. Logistics & Shipping: Ceasefire reduces risk to the Strait of Hormuz, easing concerns over oil and cargo disruptions. Consumer & Retail: Lower oil prices mean lower input and transport costs, which could boost margins. Tech & Growth Stocks: US indices like Nasdaq and S&P 500 rallied 1–1.6% on hopes of stability and potential Fed rate cuts. 📉 Stocks Likely to Go Down Oil & Gas: Crude prices dropped nearly 6% as fears of supply disruption faded. This could pressure upstream oil producers and refiners. Defense & Arms: With tensions easing, the urgency for defense spending may cool off, at least in the short term. Gold & Safe Havens: Gold, the dollar, and Treasuries may see outflows as investors rotate back into risk assets.

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