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The Kospi closed above 3,100 for the first time since September 2021 after Trump announced an Iran-Israel ceasefire, with offshore investors net buyers. Chip stocks led the rally, and the won also strengthened against the dollar.
This is an equity-market story with little direct effect on feed commodity supply or demand; the ceasefire reduces Middle East risk premiums in energy and freight.
Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.