Trump offers Xi trade deal or Iran missile tech

📢 Trump says Iran ceasefire is 'on life support' as hopes for a deal fade Former President Trump stated that the ceasefire in Iran is "on life support," indicating a deterioration in hopes for a diplomatic resolution. This commentary may heighten geopolitical tensions, impacting risk appetite among investors, particularly in energy markets and defense sectors. Oil prices could be sensitive to any escalation in conflict, as supply disruptions in the Middle East historically lead to volatility. Traders will be closely watching upcoming diplomatic engagements or statements from U.S. officials that could signal shifts in policy or military action. 🔗 Full context: https://lnkd.in/eaTXt8m6 Source: japantimes #TradingNewsTerminal #trading #markets #news #finance #forex #macro

Henrietta Treyz Posted: The President has called off military strikes in Iran for the time being, but the market isn’t overly confident that this will hold, and it shouldn’t be. Its plain that Iran’s neighboring Gulf nations will bear the cost of retaliation, which will only drive gas prices higher and for the moment that’s being prioritized, along with their safety. The President could clear a backlog of ships by suspending sanctions and allowing Western banking companies and nations to coordinate with the IRGC but the diplomatic political costs of effectively normalizing the IRGC on the global stage are a horrible result of the US/ Israel War with Iran. There are no good choices here for President Trump and early voting starts in 119 days. ➡️ Conversations With Jonathan Ferro and Annmarie Hordern to discuss this am on Bloomberg News #IranNuclear #HormuzStrait #OilMarkets #EnergyPolicy #GasPrices #Geopolitics #PoliticalRisk #MacroPolicy #EnergyMaekets #CrudeOil #Election2026 #Midterms2026 #TrumpPolicy #NationalSecurity

📢 Trump: Iran has been subjected to extremely powerful strikes and will need 20 years to rebuild its capabilities. Former President Donald Trump stated that Iran has faced significant military strikes and will require two decades to restore its capabilities. This assertion may influence geopolitical risk perceptions, particularly regarding U.S.-Iran relations and potential military engagements in the region. The channel of transmission here is risk appetite, as heightened tensions could lead to increased volatility in oil prices and energy markets, given Iran's role as a major oil producer. Markets most exposed include crude oil futures and regional equities, particularly those tied to energy and defense sectors. Traders will be attentive to any subsequent developments in U.S. foreign policy or military actions that could escalate tensions further. 🔗 Full context: https://lnkd.in/egZJDwF3 Source: first squawk #TradingNewsTerminal #trading #markets #news #finance #forex #macro

📰 Oil Slips as Trump Spurs Optimism Over Iran Deal: Markets Wrap Oil dropped in early Asia trading after President Donald Trump said he was holding off on fresh military strikes, boosting hopes for a deal that could end the war and revive energy flows through the Strait of Hormuz.... 🔗 Read more: https://lnkd.in/gK4fa6_x

📢 US military says it carried out retaliatory strikes against Iran The US military has confirmed that it conducted retaliatory strikes against Iran, escalating tensions in the region. This development is likely to influence risk appetite among investors, as heightened geopolitical risks can lead to increased volatility in oil prices and regional equities. Iranian assets, particularly those linked to oil production and exports, are most exposed due to potential supply disruptions and sanctions implications. Traders will be closely watching for further military responses or diplomatic communications that could impact the situation, particularly any announcements from the US State Department or OPEC regarding oil supply adjustments. 🔗 Full context: https://lnkd.in/eiXX3Scc Source: first squawk #TradingNewsTerminal #trading #markets #news #finance #forex #macro

📢 TRUMP WARNS U.S. COULD TAKE “DIFFERENT ROUTE” ON IRAN IF DEAL FAILS Former President Donald Trump indicated that the U.S. may pursue an alternative approach regarding Iran if ongoing negotiations fail. This statement heightens geopolitical tensions, potentially influencing risk appetite among investors, particularly in energy markets. Oil prices could be particularly sensitive due to concerns over supply disruptions stemming from renewed sanctions or military actions. Traders will be closely watching the upcoming diplomatic meetings and any official statements from the Biden administration regarding the Iran deal, as these could significantly impact market sentiment and asset volatility. 🔗 Full context: https://lnkd.in/eJsF5bEV Source: first squawk #TradingNewsTerminal #trading #markets #news #finance #forex #macro

Iranian state media is reporting that Tehran's latest proposal to Washington includes ending hostilities on all fronts, the withdrawal of U.S. forces from areas near Iran, reparations for war damage, lifting of sanctions, release of frozen funds and an end to the U.S. maritime blockade. Read more here: https://lnkd.in/ejnnmzfB

"Emerging Deal Could End Iran War: What We Know and Don't Know 💥" • The US and Iran are close to a deal to end the war and reopen the Strait of Hormuz, with potential agreement on ending conflict and allowing global shipping • Iran would give up its enriched uranium stockpile, with negotiations ongoing over sanctions relief and frozen funds • The deal aims to restore regional stability and economic activity, but several issues remain unsettled, including Iran's ability to enrich uranium and the fate of its missile program As the world waits with bated breath for a potential agreement, it's essential we acknowledge that this is not just about ending a war – it's about restoring hope and opportunity for millions. Let's stay vigilant and support efforts towards lasting peace and stability in the region. #IranWar #GlobalShipping #SanctionsRelief #EconomicActivity #RegionalStability https://lnkd.in/gVydvikD

🇺🇸 IRAN WAR: POSSIBLE DEAL NEARING Big developments today — the US and Iran are getting close to a one-page, 14-point Memorandum of Understanding to end the active fighting. According to reports from Axios, Reuters, and the Jerusalem Post: Iran would agree to a 15-year moratorium on uranium enrichment and give away / transfer its stockpile of enriched uranium. Both sides would lift their blockades and fully reopen the Strait of Hormuz for shipping. The US would provide some sanctions relief and release frozen Iranian funds. This would kick off a 30-day window for more detailed final negotiations. Pakistan is heavily mediating. The US expects Iran’s formal response within the next 48 hours. President Trump has given Iran a one-week deadline overall and warned of much stronger military action if they walk away. This comes after the US declared the main offensive phase (“Operation Epic Fury”) over and paused Project Freedom in the Strait to give diplomacy a chance. We’ll see if Iran accepts the terms or if talks collapse. A framework ceasefire could be very close. What do you think — good move or too much too soon? Drop your thoughts below. #IranWar #IranDeal #StraitOfHormuz

The first half of May 2026 reflected accelerating geopolitical fragmentation and geoeconomic restructuring. The U.S.–China relationship entered a dual-track phase of selective trade stabilization and sharper strategic confrontation, with new trade-investment mechanisms announced even as Beijing pushed back against U.S. sanctions and tensions rose over missiles, Taiwan, and regional security. Simultaneously, the Iran conflict reshaped global energy, shipping, and gas markets, tightening LNG supplies, disrupting Hormuz transit, and forcing new logistics corridors across the Gulf. To Read More... https://lnkd.in/g5iFHckU