With this temporary signal of de-escalation, the American head of state is suspending strikes on Iran, while asserting that the issue of Iranian uranium, a pivotal point in the US-Iranian conflict, will be "perfectly settled."

On his Truth Social network, the US President hailed "a great day for world peace." "Iran wants to make it happen, they have had enough! Just like everyone else for that matter! The United States of America will help facilitate traffic in the Strait of Hormuz. There will be many positive initiatives!", he promised.

The White House incumbent emphasized that the United States "has already reached and exceeded all the military objectives it had set for itself in Iran" at the time of the ceasefire. "We are very far along in concluding a final agreement regarding a lasting peace with Iran and peace in the Middle East. We have received a 10-point proposal from Iran, and we believe it is a viable basis for negotiations," he added.

For its part, Tehran has agreed to reopen the Strait of Hormuz provided certain conditions are met. "If the attacks against Iran cease, our powerful armed forces will cease their defensive operations," Iranian Foreign Minister Abbas Araghchi stated on his X account. "For a period of two weeks, safe passage through the Strait of Hormuz will be possible in coordination with the Iranian armed forces and taking into account technical limitations," he specified.

Furthermore, Pakistani Prime Minister Shehbaz Sharif affirmed on Wednesday that Washington, Tehran, and their allies had agreed to a ceasefire "everywhere" for a duration of two weeks. Negotiations are set to begin this Friday in Islamabad to reach a "final agreement."

UN Secretary-General Antonio Guterres "welcomes the announcement of this ceasefire," his spokesperson, Stephane Dujarric, said in a statement. The leader "calls on all parties to the current conflict in the Middle East to respect their obligations under international law and to comply with the terms of the ceasefire in order to pave the way for a lasting and comprehensive peace in the region," he added.

Sharp retreat in oil and gas prices

Following this two-week truce, the economic consequences were immediate. Oil prices tumbled back below the 100-dollar mark after the announcement of the reopening of the Strait of Hormuz, through which approximately 20% of the world's oil transits. Brent is down more than 8% at 94.67 USD, while WTI has shed 12% to 95.63 USD.

In addition, regarding gas, the Dutch TTF futures contract, considered the European benchmark, is plunging 17% to 44 euros.

In equity news, energy sector stocks are retreating due to the 15-day truce between Washington and Tehran. TotalEnergies is posting the sharpest decline on the CAC 40, falling 6%. Plummeting by around 14%, Maurel & Prom is the laggard of the SRD market. Shell and bp are losing 6.5% and 7.5% respectively.

Danone could finally acquire Mead Johnson, the American infant nutrition specialist once courted by the French firm but ultimately bought by Reckitt Benckiser. According to La Lettre, negotiations are reportedly underway.

According to the Financial Times, the Duval family, which holds 37% of Eramet's capital, has reportedly mandated Lazard to examine a possible sale of its stake. This move comes as the group prepares a 500 million euro capital increase to shore up its financial position. Since the beginning of the year, the share price has dropped by nearly 20%, bringing the market capitalization to approximately 1.4 billion euros.

Remy Cointreau (+4%) has presented an ambitious transformation plan in a complex economic and geopolitical environment: RC Forward. "This plan marks a decisive evolution, focused on reclaiming its markets and maximizing the potential of its brands," the family-owned liqueurs and spirits group stated. Furthermore, the company unveiled a new organizational structure. It has established a steering committee within the executive committee, consisting of five departments reporting to the CEO: Luca Marotta has notably been appointed Deputy CEO of the group while retaining his roles as CFO, IT, and Legal Director.

emeis is gaining nearly 7% on the back of solid results for the 2025 financial year and the maintenance of its targets for 2026 and the medium term. Its revenue is up 6.1% on an organic basis to nearly 5,895 million euros. On a like-for-like basis, the group's EBITDAR is up 19.2%, and EBITDA is up 58% compared to 2024. The compound annual growth rate (CAGR) for organic revenue is expected to be between 4% and 5% between 2024 and 2028.