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What to Expect From Trump's Speech on Iran

Geopolitics & WarElections & Domestic PoliticsInfrastructure & DefenseEnergy Markets & Prices

President Donald Trump will address the nation at 9:00 pm ET from the Oval Office on Iran, providing an operational and tactical update on 'Operation Epic Fury.' The briefing raises near-term geopolitical risk and could spur volatility in defense stocks and energy markets; monitor moves in oil prices, US equities and safe-haven assets for signs of market repricing.

Analysis

President Donald Trump will address the nation at 9:00 pm ET from the Oval Office on Iran, providing an operational and tactical update on 'Operation Epic Fury.' The briefing raises near-term geopolitical risk and could spur volatility in defense stocks and energy markets; monitor moves in oil prices, US equities and safe-haven assets for signs of market repricing.

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mildly negative

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