Konstantinos Kousouris
The market just ripped higher β€” and one headline did all the heavy lifting. πŸ“ˆ S&P 500 +1.6%. Nasdaq +2%. Dow +612 points. March is closing with a sigh of relief. What happened? πŸ‘‡ The Wall Street Journal reported that Trump told aides he's willing to end military operations in Iran β€” even if the Strait of Hormuz remains largely closed. That was enough. After 5 weeks of war and the S&P down 9.4% from its January highs, investors finally saw a potential exit. πŸ”¦ Tech stocks led the rally. Nvidia, Microsoft, Meta β€” all bouncing after weeks of pressure. Tech got hit from two sides: war fears + news about more efficient AI models reducing expectations for chip demand. Meanwhile, Powell spoke at Harvard on Monday and said long-term inflation expectations remain anchored β€” signaling the Fed isn't panicking. That helped bonds calm down and yields pull back. βœ… The bigger picture: $OIL above $100/barrel β€” first time at these levels since 2022. Gold at $4,600. The VIX (fear index) still touching 30. It's not that everything is solved. It's that the market is now pricing in a probability of de-escalation β€” and that's enough to shift psychology. Always remember: markets don't move on what's happening. They move on what they expect to happen. 🧠 Not financial advice. Do your own research. $BTC $NSDQ100 $SPX500 $GOLD $V (Visa)
Not investment advice. The author may have financial interests in the mentioned instruments.
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