Trump just dropped some geopolitical takes that could actually matter for markets.
He's trying to broker peace between Russia and Ukraine — says he doesn't want to spook Russia off the table. Also noted Russia isn't helping Iran much right now, and he wants to keep it that way.
But here's the kicker: he's calling out Zelenskyy for hitting Russian refineries. Says those strikes are messing with global fuel supply and hurting prices in the U.S.
If this peace talk goes anywhere or if refinery strikes ease up, we could see some stabilization in energy costs. That flows through to inflation data, which the Fed watches like a hawk. Lower energy = softer CPI = more room for rate cuts.
Not saying it happens tomorrow, but geopolitics and oil prices have always moved markets. Worth watching if you're tracking macro or anything tied to the dollar.
He's trying to broker peace between Russia and Ukraine — says he doesn't want to spook Russia off the table. Also noted Russia isn't helping Iran much right now, and he wants to keep it that way.
But here's the kicker: he's calling out Zelenskyy for hitting Russian refineries. Says those strikes are messing with global fuel supply and hurting prices in the U.S.
If this peace talk goes anywhere or if refinery strikes ease up, we could see some stabilization in energy costs. That flows through to inflation data, which the Fed watches like a hawk. Lower energy = softer CPI = more room for rate cuts.
Not saying it happens tomorrow, but geopolitics and oil prices have always moved markets. Worth watching if you're tracking macro or anything tied to the dollar.