The CAC 40 rose 0.4% to close at 8,384 on Monday following reports of a breakthrough in a US-Iran peace deal. The agreement included the reopening of the Strait of Hormuz, an end to hostilities, and a framework for renewed negotiations over Iran’s nuclear program. Oil prices fell, easing concerns that an energy-driven inflation spike could trigger a hawkish shift by global central banks. Bond yields also declined, reducing worries over higher borrowing costs. Financial stocks traded higher, with BNP Paribas gaining 2.3%, AXA rising 2.4%, and Societe Generale adding 4%. Industrial stocks also advanced, with Airbus up 2.6% and Safran gaining 3.5%. Luxury shares were mixed, as LVMH rose 0.9% and Hermes added 1%, while L'Oreal fell 0.9% and Kering lost 1.7%. Meanwhile, TotalEnergies dropped 4.5% on lower oil prices.