The US–Iran deal is starting to look bigger than just a ceasefire headline.

Reuters reports that a $300B private investment fund for Iran is part of the framework, with more than half already committed.
The fund would only move forward if a final deal is signed, but the signal is clear: investors are already preparing for a potential post-war reopening.
For markets, this matters because Iran is tied directly to oil, gas, Hormuz, sanctions, and Middle East risk.
If the deal holds, it could cool geopolitical pressure and bring some relief to global risk assets.