Trump signals Iran military operations will end within 2-3 weeks, sparking a global 'risk-on' celebration rally. Nikkei 225 surges over 5%, Brent crude falls below $100, and Eli Lilly's oral GLP-1 weight-loss drug wins approval — a comprehensive look at the global economic pulse on 2026/04/02.
NI Editorial Team
Comprised of senior wealth management, global markets, and fintech professionals
Today's global financial markets display a pronounced "risk-on" sentiment. The primary driver is a major turning point in geopolitical developments: U.S. President Donald Trump is expected to deliver a national address tonight, with markets widely anticipating an announcement that military operations against Iran may conclude within 2 to 3 weeks.
| Indicator | Latest Value (Approx.) | Trend |
|---|---|---|
| S&P 500 | 6,575.32 | Up 0.7% |
| Dow Jones Industrial Average | 46,565.74 | Up 0.5% |
| Nasdaq | 21,840.95 | Up 1.2% |
| Brent Crude | $98.60/barrel | Down 2% |
| Gold Spot | $4,740/oz | Up; safe-haven sentiment easing but prices remain elevated |
| U.S. 10-Year Treasury Yield | 4.321% | Range-bound |
According to WSJ, the cooling of Middle East hostilities is the strongest stimulant for markets today. The Iranian president issued a rare letter to the U.S. emphasizing no hostile intent and willingness to restore peaceful transit through the Strait of Hormuz after the conflict ends.
> Expert View: While markets are optimistic, logistics giants FedEx and Maersk warn that full supply chain recovery will take months, and investors should watch for subsequent logistics cost volatility.
CNN today featured a special report on Apple being at a critical crossroads in its 50-year history. Facing advancing pressure from Google and OpenAI, Apple is adjusting its long-standing closed-ecosystem strategy toward more aggressive AI integration. Yesterday's strong gains in Alphabet and Nvidia also reflect that AI stocks remain the core engine supporting the U.S. bull market.
Bloomberg reported that the Trump administration is planning to restructure the steel and aluminum tariff framework. This policy aims to strengthen domestic U.S. production and North American supply chain resilience.
The biotech sector also posted strong results today. Eli Lilly's oral GLP-1 weight-loss drug received U.S. regulatory approval, sending shares up 3.8%. This marks the transition of weight-loss treatment from injections to a more convenient oral era, expected to trigger a valuation reshuffling across the biotech industry.
> Quote of the day: "The market's patience is usually most tested just before dawn." — Bloomberg commentary.
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