Why xyz100 Index (XYZ100) rose 3.38% on August 4, 2026

xyz100 Index (XYZ100) rose 3.38% on August 4, 2026 — Nasdaq up 2% as Trump touts Iran deal progress.

The XYZ100 Index rallied 3.2% as risk appetite surged on Trump's rhetoric around Iran negotiations and diplomacy hopes; Nasdaq led the way, up 2% at the start of August on reduced geopolitical stress.

Lower geopolitical risk and a lifting of supply-disruption fears unlock risk-on flows into high-beta equities and tech; the Nasdaq's outsized move reflects the index's leverage to sentiment and compressed valuations…

US Index & Macro sentiment had climbed on geopolitical optimism, but the rally now faces an inflection: earnings season is fading, recession risks remain latent in the rate cycle, and the market is running short on…

If the geopolitical rhetoric proves empty without concrete follow-through, the rally stalls quickly; the broader macro tape—employment, inflation data, Fed policy—will ultimately test whether this risk-on move has legs…