Gold surged above $4,325, extending gains after the US–Iran peace deal eased geopolitical concerns. The metal maintained strong momentum despite reduced safe-haven demand.

The yen strengthened modestly to 160.08 per dollar ahead of the BOJ meeting, where a 25 bps rate hike to 1% is widely expected. Improved risk sentiment supported the currency.

Bitcoin climbed toward $65,695, breaking out of its recent range as easing geopolitical tensions improved risk appetite, though options expiry and inflation expectations remain key drivers.

Brent fell to around $83.20 per barrel, its lowest level in months, as the US–Iran peace agreement removed much of the geopolitical supply premium from oil markets.

The Nasdaq-100 rallied to 30,189, supported by easing Middle East tensions, lower oil prices, and falling Treasury yields.

The offshore yuan strengthened toward 6.7570 per dollar as improving risk sentiment and lower energy costs offset concerns about weak Chinese consumer demand. Producer inflation remained elevated at 3.9%, while CPI rose 1.2%.

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