Since the start of the war in the Middle East, the dollar index has gained about 2% against a basket of major world currencies

"Protective asset status undermined": why analysts are biased against the US dollar

Alibaba Group Holding Limited

Penguin Solutions, Inc.

Globalstar, Inc.

Ready Capital Corporation

Amazon.com, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: the rebound is losing steam


They are reassessing geopolitical risks after the US president's statements

'A way to calm the markets': analysts expect more volatility from Trump's speech

Pop Mart International Group Limited

US President Donald Trump <a href="https://oninvest.com/article/tramp-poobesal-nanesti-po-iranu-krajne-mosnyj-udar-cena-brent-prevysila-105">has warned of</a> a possible escalation of conflict with Iran in the next 2-3 weeks, driving oil prices above $105 a barrel. Globalstar shares soared more than 15% on news of talks with Amazon about a potential acquisition that could strengthen Kuiper's satellite project in competition with Starlink. On these and other topics - in our review of key events for the morning of April 2.

'Let's take them back to the stone age': stocks down, oil at $107 after Trump's statement on Iran

NIKE, Inc.

Newmont Corporation

AngloGold Ashanti plc

The major U.S. equity indices rose for the second day in a row on April 1, albeit at a slower pace than the day before. Oil prices declined by about 3%. Investors' hopes that the war in the Middle East is nearing an end have strengthened. US President Donald Trump said Iran has requested a ceasefire from the US. According to Politico, Trump is preparing to announce the winding down of the war in an address to the nation scheduled for 3:00 a.m. CET on April 2.

U.S. stocks rise for second straight day, 'fear index' below 25 for first time in a week

Bank of America Corporation

The cost of oil will remain at $100 per barrel throughout 2026 even if the U.S.-Iran war ends in a few weeks, Bank of America analysts warned. In addition, they expect economic growth to slow and inflation to accelerate because of the energy crisis. The result will be "mild stagflation," the bank believes.

BofA predicted oil at $100 even if the U.S.-Iran war ends soon

The global oil supply deficit, which caused a sharp rise in energy prices, will intensify in April, <a href="https://www.cnbc.com/2026/04/01/oil-price-iea-fatih-birol-brent-iran-strait-hormuz.html">said the</a> head of the International Energy Agency (IEA) Fatih Birol in an interview with CNBC. Against the background of this warning, he did not rule out the possibility of a new release of strategic reserves of raw materials.

'April will be much worse than March': IEA warns of worsening oil shortages

ORIC Pharmaceuticals, Inc.

nCino, Inc.

Dave & Buster's Entertainment, Inc.

Ares Management Corporation

New York morning: investors await Trump's address to the nation on Iran

Alphabet Inc.

Berkshire Hathaway Inc.

Exxon Mobil Corporation

In March, the cost of Brent crude oil <a href="https://www.ft.com/content/bd91441f-28fc-4c35-8ff1-10ec6141148c?syn-25a6b1a6=1&amp;emailId=9bf57894-b61a-4dea-ad65-790ae7227cea&amp;segmentId=22011ee7-896a-8c4c-22a0-7603348b7f22">rose</a> by 63%, several investment banks <a href="https://www.euronews.com/business/2026/03/18/moodys-says-a-us-recession-is-increasingly-hard-to-avoid-amid-iran-war">raised their</a> forecasts on the probability of global recession due to the war in the Middle East. Rising oil prices and the threat of a global crisis put the investor in front of an uncomfortable choice: look for protection (where?) or continue betting on growth. Private Wealth Manager Renat Faizulin has selected three stocks for Oninvest that combine both scenarios.

Where to invest $10,000 when the world is on the brink of a global recession: three stocks for April

Taiwan Semiconductor Co., Ltd.

Taiwan Semiconductor Manufacturing Company Limited

Samsung Electronics Co., Ltd.

SK hynix Inc.

Despite the fact that an important artery for the oil and gas market - the Strait of Hormuz off the coast of Iran - is still effectively closed, Brent crude futures have fallen below $100 per barrel for the <a href="https://www.bloomberg.com/news/articles/2026-04-01/brent-oil-falls-below-100-on-optimism-iran-war-may-end">first time</a> in a week, Asian stock markets are showing the most significant growth in almost a year, European stocks are also growing.

Oil below $100, stocks rise: what's happening in the markets on the 33rd day of the war

InterGlobe Aviation Limited

US President Donald Trump has said he expects to end the war with Iran within two to three weeks. Shares of InterGlobe Aviation, the operator of India's largest airline IndiGo, jumped more than 9% after the change of CEO. These and other topics are covered in our review of key events by the morning of April 1.