Global equity markets staged a broad relief rally on Monday following reports of a framework agreement between the United States and Iran, signaling a potential end to the ongoing conflict in the region.

The DAX index surged past the 25,000-point milestone, climbing 1.3 percent as investors digested the geopolitical de-escalation.

Oil prices retreated sharply, removing a key inflationary overhang that had weighed on risk assets.

The market reaction underscores how tightly asset prices have been tethered to Middle East risk premiums.

With the framework deal in place, the immediate threat of supply disruptions has receded, allowing capital to flow back into cyclical and growth-oriented equities.

The relief is particularly pronounced in European markets, where the DAX’s break above 25,000 marks a significant technical and psychological threshold.