Wall Street takes a break at the end of March after the statements by Iranian President Masoud Pezeshkianlast Monday that they would be willing to negotiate an end to the conflict. Which would bring relief to the price of oil. For its part, Donald Trump He also made his usual statements that would be willing to end the war without fully reopening the Strait of Hormuz. Given this, the DOW JONES Ind Average, S&P 500 y NASDAQ 100 They close the session in month up in a +2.49% to 46,341 points, +2.91% to 6,528 points and +3.83% to 21,590 points respectively.
According to regional media reports shared by Yahoo FinancePezeshkian declared on Monday that any end to the war that has ravaged the Middle East must «guarantee the security and interests of the Iranian people,» according to the Turkish press.
Bloomberg reported that Pezeshkian also told the President of the European Council, António Costathat Iran has «the necessary will to end this war,» but expects certain guarantees in return.
Trump has repeatedly threatened to reopen the strait by force. However, on Tuesday morning, the US president appeared ready to reduce aggressive military action, posting on Truth Social: «Iran has been, essentially, decimated. The hardest part is over.»
He Kansas City Federal Reserve President Jeff Schmidsuggested on Tuesday that the FED should not ignore the impact on oil prices derived from the war with Iran according to Yahoo Finance.
“Recent events in the Middle East are likely to put even more pressure on inflation,” Schmid said in a speech at Oklahoma.
«In other circumstances, one could argue that rising energy prices are a temporary increase in inflation. However, this impact on oil prices comes at a time when inflation has already been too high for too long,» Schmid added.
For their part, the analysts Goldman Sachs Gr y Moody´s have pointed out that the increase in energy prices is also impacting consumers. American homes and increasing the inflationary pressures according to Yahoo Finance.
«While U.S. household finances remain generally stable, spending growth remains muted and increasingly uneven, exposing consumption to further pressure on energy prices from the conflict in the Middle East,» Moody’s analysts wrote.
The recent data of retail sales show moderate growth in spending: underlying retail sales increased a 0.3% in Januaryalthough the overall figure decreased by 0.2%, according to Goldman Sachs. “That said, higher inflation, due to the recent rise in energy prices, is likely to dampen spending growth for the rest of the year,” the Goldman Sachs analysts wrote.
With regards to economic data we had the housing prices S&P/CS Composite-20non-seasonally adjusted January monthly with a result of -0.1% equal to the previous one, prices ofhousing S&P/Case Shiller 20 non-seasonally adjusted annual January with 1.2% compared to the expected 1.4%, Chicago PMI for March with a 52.8 compared to the expected 54.8, the confidence ofThe Conference Broad consumer for March with a 91.8 compared to the expected 87.8 and the February JOLTS employment surveys with 6,882M compared to the expected 6,890M.
Among the winning actions we have Marvell Tech (+12.86% to 99.10 dollars), ON Semiconductor (+11.25% to $61.92) and Caterpillar (+6.13% to $708.36)
Marvell rises after learning that Nvidia will invest 2 billion dollars in it as we pointed out this afternoon. This investment is part of a strategic alliance to connect Marvell with Nvidia’s AI platform and access network. Both companies will also collaborate on silicon photonics technology.
On Semiconductor rises after announcing that he has signed a contract with Electric Art to supply your latest generation hybrid power integrated modules (PIM) for Sineng’s 430 kW liquid-cooled energy storage systems and 320 kW large-scale solar inverters, according to Benzinga.
The new modules, which incorporate the company’s FS7 IGBT and EliteSiC technology, offer up to 0.1% greater efficiency, 32% higher power-to-weight performance and 8% lower power dissipation than previous versions. Its optimized thermal design increases system reliability and reduces operating costs.
Caterpillar rises driven by the Nasdaq advancessince it is one of its largest participants.
Among the losing stocks we have Cnstlltn Ener Co (-6.47% to $279.29), CF Industries Hl (-5.62% to $129.87) and Chevron (-1.84% to $206.83)
Constellation Energy falls after presenting a earnings guidance for full year 2026 below analyst expectations, according to Investing.
The power generator projected a adjusted operating earnings per share from $11 to $12 for fiscal 2026missing analysts’ average estimate of $11.72. The guidance disappointed investors despite the company’s plans for significant capital deployment and growth initiatives.
Constellation announced plans to invest $3.9 billion in growth capital expenditures and increased its share buyback authorization to $5 billion. The company also projected growth of Base EPS greater than 20% from 2026 to 2029.
CF Industries falls not because of a specific event, but because investors are reevaluating price peaks after the increase in the price of nitrogen for the conflict in the Middle East. Which could be close to being resolved.
Chevron falls due to the same as the previous value, the possible end of the conflict in the Middle East, which could lead to a oil price correction.
Los Oil futures WTI caen one -0.94% to 101.91 dollars y Brent -3.19% at 103.96 dollars.
He Oroupload a +3.36% to $4,710 per ounce and the Plata +6.91% to $75.44.
The pair EURUSD go up +0.86% a 1.1561.
Bitcoin upload a +2.05% to $68,001.
The 10-year US bond yield falls a -0.46% a 4.322 already 30 years +0.18% to 4,915.
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