CNBC Daily Open: All eyes on Trump address as markets rise on ceasefire hopes

President Donald Trump is delivering a national address this morning as investors watch for signs a resolution to the Iran war could be announced. Markets are primed for reduced geopolitical risk if a resolution is signaled—potentially lowering oil and defense risk premia and boosting risk assets—but the address also creates upside volatility risk if clarity is not provided.

Analysis

President Donald Trump is delivering a national address this morning as investors watch for signs a resolution to the Iran war could be announced. Markets are primed for reduced geopolitical risk if a resolution is signaled—potentially lowering oil and defense risk premia and boosting risk assets—but the address also creates upside volatility risk if clarity is not provided.