President Trump: Surprised by stock market comeback amid Iran war, thought Dow would be down 20%

The article centers on President Trump’s remarks on U.S.-Iran negotiations and the Strait of Hormuz blockade, alongside comments on the Fed chair confirmation process and scrutiny of Jerome Powell. The geopolitical angle keeps oil and broader risk assets in focus, while the Fed-related discussion adds a policy overhang. No concrete deal terms or policy decisions were announced, so the impact is driven more by headline risk than by new fundamentals.

Analysis

The article centers on President Trump’s remarks on U.S.-Iran negotiations and the Strait of Hormuz blockade, alongside comments on the Fed chair confirmation process and scrutiny of Jerome Powell. The geopolitical angle keeps oil and broader risk assets in focus, while the Fed-related discussion adds a policy overhang. No concrete deal terms or policy decisions were announced, so the impact is driven more by headline risk than by new fundamentals.