68GEOPOLITICS
⚡ Markets: Introduces a political timeline for a major conflict, suggesting a potential de-escalation after November. This could temper the long-term risk premium in oil, though it also implies continued hostilities and market volatility in the short term.BrentWTISPX
President Donald Trump stated he believes the war with Iran will conclude immediately following the U.S. midterm elections in November. He accused Tehran of escalating the conflict to influence the vote, suggesting Iran cannot withstand continued U.S. economic and military pressure.
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