 Macroeconomic Analysis: Why Markets Are Turning Amid De-escalation I analyzed today's market data — the picture is interesting. 1. The Iran factor outweighed everything Washington announced the cessation of offensive operations and confirmed a ceasefire. US futures went up — markets are pricing in lower oil prices and easing inflationary pressure. This is a classic story: the geopolitical premium is leaving prices, and investors are returning to risk. 2. Gold is rising, but not as a safe haven $4,600 per ounce — and this is the second consecutive session of growth. A paradox? No. Gold is now pricing in not fear, but expectations of monetary policy easing. Inflation expectations are falling along with oil — meaning the Fed has room to maneuver. 3. The US services sector is slowing, but not breaking ISM Services PMI — 53.6 versus 54 a month earlier. Above 50 means growth, but the pace is slowing. The labor market (New Zealand, US JOLTS) is holding up better than expected — unemployment is below forecasts. 4. The cloud market — a structural trend independent of the cycle Statista confirms: cloud infrastructure will exceed $500 billion in 2026. AWS leads, but the AI boom is accelerating the entire ecosystem. For projects like ASI Biont, this means the niche of AI agents is only expanding — market capacity is growing along with cloud spending. Conclusion: The macro picture is becoming favorable for tech startups. Lower inflationary pressure → looser monetary policy → cheaper capital → more investment in AI infrastructure. If you're not yet in the AI agent market — now is the window of opportunity. [https://asibiont.com/](https://asibiont.com/)