Is More U.S/Iran Fighting a Real Negative for this Market?
What’s in Today’s Report:
- Is More U.S/Iran Fighting a Real Negative for this Market?
Futures are slightly higher on reduced geopolitical fears despite another round of U.S. strikes on Iran overnight.
Early on Thursday President Trump stated Iran “called and wants to make a deal” and that’s again boosting ceasefire hopes.
Economically, the only notable report was Chinese CPI which was better than expectations (1.0% vs. (E) 1.2%).
Today focus will remain on geopolitics (any signs of further de-escalation will be generally positive) but there are also notable economic reports and some Fed speak. Economically, Jobless Claims (E: 219K) are the highlight and the lower, the better. We also get Existing Home Sales (E: 4.20 million) but that shouldn’t move markets.
Turning to the Fed, there are two speakers today of which Williams (9:00 a.m. ET) is the most important and if he pushes back against rate hikes, that will be a market positive. Logan (1:30 p.m. ET) also speaks but she’s unlikely to move markets.
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