Yucho Securities strategist Shun Otani suggests that a resolution in the Middle East conflict could lead to a decrease in U.S. 10-year Treasury yields from 4.30% to approximately 4.20%. Otani highlights that easing tensions may shift market attention to securing safe passage through the Strait of Hormuz and mending ties between Iran and Gulf nations. He cites the recent meeting of foreign ministers from over 40 countries and ongoing negotiations between Iran and Oman as encouraging signs of potential de-escalation.