Geopolitical tensions and expectations regarding interest rates dominate the markets.
The Fed remains in the spotlight for investors who are eagerly awaiting the upcoming FOMC meeting scheduled for April 29, 2026. Market expectations indicate that current interest rates will be maintained in the range of 3.50-3.75% with a probability of 99.5%. Only 0.5% of market participants foresee a possibility of an increase to 3.75-4.00%. In light of stable monetary policy, markets remain focused on macroeconomic data that could influence future Fed decisions. The current Fear & Greed Index of 69 indicates a dominance of greed, which may suggest an increasing risk of a correction in the event of unexpected occurrences.
Tensions between the USA and Iran have attracted the attention of investors. A senior Iranian official emphasized that Iran rejects negotiations conducted under pressure, complicating the diplomatic situation. Pakistan's attempts to persuade the USA to lift the maritime blockade and release the Iranian ship have not yielded the expected results. Nevertheless, there are signals that the USA may be willing to make concessions on this issue. As a result, investors are closely monitoring the developments, which could significantly impact oil prices and market stability in the region. Additionally, the cancellation of Vance's diplomatic trip to Pakistan may suggest delays in peace talks, increasing geopolitical uncertainty.
For tomorrow, investors should pay attention to any new reports regarding the geopolitical situation in the Middle East, which may affect commodity prices and overall market sentiment. Additionally, the upcoming Fed meeting will be crucial for further expectations regarding monetary policy in the USA. It is also worth monitoring any macroeconomic publications that may influence decisions regarding interest rates.
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