Nearly 60% of S&P 500 stocks now carry a buy rating from Wall Street analysts, an all-time high, after the United States and Iran agreed to halt strikes and ease geopolitical tensions.
The combination of record analyst optimism and calming risks in the Middle East has boosted bullish sentiment across US stocks and other risky assets, including cryptocurrencies.
S&P 500 buy ratings climb toward record high
Strategist Charlie Belillo says nearly 60% of S&P 500 stocks carry a buy rating, the highest rating ever. FactSet The data put buy ratings at 59.4% of analyst calls in June.
Hold ratings are down to 35.7%, and sales call ratings are at 4.9%, below the five-year average. Structurally, such sell calls are rare, with Wall Street analysts leaning toward buy and hold.
Belillo, chief market strategist at Creative Planning, framed this optimism as a warning rather than a green light.
“When everyone expects good news, there is less room for positive surprises,” he added. view In late June.
Analysts’ optimism was strengthened after the United States and Iran agreed to stop all “kinetic activities,” according to what was reported by Reuters. Axios. They will meet on Tuesday in Doha.
According to the report, US officials said that the two sides will suspend hostilities for the time being, allowing commercial ships to move freely while technical negotiations continue.
The conversations will focus on Implementing the terms of the ceasefireIncluding maritime security measures and a planned military hotline between the United States and Iran that has not yet become operational.
The agreement extends an intermittent truce that began with a framework on June 18, but collapsed and turned into new strikes days later. The decline in risks in the Middle East helped strengthen the bullish mood in the markets.
What it means for cryptocurrencies and risky assets
Cryptocurrency shares pass through the Strait of Hormuz. About 20 million barrels of oil pass through it daily, nearly a fifth of global consumption Environmental impact assessment. Every ignition out there has it Turbulent crypto prices. The June 3 drop below $66,000 led to about $1.84 billion being liquidated, the most since February, per Queen Glass.
Stocks held near highs while Bitcoin (BTC) fell to lows, a A difference worth seeing for risky assets. Bitcoin spot price It sat near $59,633 on Monday, down about 6% for the week despite the truce talks. That leaves it roughly 53% below its October 2025 peak near $126,080.
When the two sides signed the June framework, oil prices and US stocks fell He rallied. Bitcoin trades around the clock, so it often moves according to these headlines before stocks open.
The setting remains fragile. President Trump has threatened to “complete the mission,” and the Iranian Revolutionary Guard has issued new warnings about the strait. Bank of America has long described Bitcoin as a risky asset rather than an inflation hedge. Its close association with stocks cuts both ways.
The combination of record optimism and easing tensions has raised expectations for further gains. Those prospects now depend on whether Tuesday’s talks hold and oil remains calm, along with the Fed and the Fed. Bitcoin long term forecast.
this post 60% of S&P 500 stocks carry buy ratings as US and Iran halt strikes appeared first on BeInCrypto.
