What investors should listen for during Trump's State of the Union

Donald Trump will deliver the first official State of the Union of his term, and investors are watching for remarks that could move markets. A Scripps News/Talker Research poll found two-thirds of Americans see this address as more important than in prior years, and attention is focused on a few specific risks.

Tariff policy is front and center. The Supreme Court ruled that the majority of Trump’s tariffs are illegal under the International Emergency Economic Powers Act, yet the president has doubled down by lifting global tariffs to 15% using alternative justifications.

Legal fights over tariffs and possible rebates for companies are likely to continue, and any comments on trade could reshape Wall Street’s expectations. Tensions with Iran have already stirred volatility in oil markets. The US has been building up its military presence in the Middle East, and signs of an escalation could move markets by pushing oil prices higher and adding to inflationary pressure.

United States, Middle East

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