with jerome gang’s rate decision (and econ projections and dots) out of the way, next up is his presser at bottom of hour. it is unlikely that jerome will deviate massively from caution and dovish-ness.
nb / this is jerome’s 2nd to last hoorah as chair whose term poofs on may 15th. jerome’s board member term poofs only in january 2028.
March 17 Post-Market Earnings Release Stocks
(OKLO) Oklo marked one of the major milestones by receiving its first materials license from the U.S. Nuclear Regulatory Commission (NRC) for its subsidiary, Atomic Alchemy. The company reported FY25 net loss per share of $0.72, compared to $0.74 in FY24.
(LULU) Lululemon marked a key milestone with its FY25 performance, reporting total revenue of $11.10B (+5%), with Q4 revenue of $3.64B (+1%) and comparable sales rising 3% driven by international growth. The company posted FY EPS of $13.26, while fourth-quarter EPS came in at $5.01, declining 18.4% from $6.14 in the prior-year quarter.
(ANDG) Andersen Group Inc delivered strong top-line growth in 2025, with full-year revenue of $838.7 million, up 14.6% from $731.6 million in 2024. The company reported quarterly adjusted earnings of $1.53 per share for the quarter ended December 31.

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US EQUITY OPEN: Risk off trade as Israel strikes the South Pars gas field in Iran

Today’s Market Minute
Oil prices fell early on Wednesday after the Iraqi government and Kurdish authorities reached a deal to resume oil exports via Turkey’s Ceyhan port. And with the Strait of Hormuz still effectively blocked, Gulf exporters are shifting flows to pipelines that bypass the strait.
Fed officials are expected to hold interest rates steady on Wednesday, and to outline how they feel the conflict with Iran has recast the U.S. economic outlook.
Nvidia has won Beijing’s approval to sell its second-most powerful artificial intelligence chips to China and is also preparing a version of the Groq AI chip that can be sold to the Chinese market, sources familiar with the matter said.
China’s quiet economic renaissance has gone largely unnoticed amid the Iran war, but it could strengthen Xi’s hand significantly when he meets Trump, argues ROI Markets Columnist Jamie McGeever.
As the Iran crisis drags on, check out ROI Global Energy Transition Columnist Gavin Maguire’s in-depth analysis of where Europe, the U.S. and China sit in terms of energy security. Unsurprisingly, the U.S. comes out on top. (Reuters)
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