...so as the deal to end the war gets closer inch by inch, Wall St has to respond positively
...suffice to say that the end to the war is all factored in now, too easy to get blindsided again.
IRAN DEAL CLOSE: WAR PAUSE & NUCLEAR TALKS
The White House is nearing a one-page MOU with Iran to halt fighting and start nuclear talks. Iran is expected to respond within 48 hours; no deal is final.
Core terms:
Iran: Pause enrichment, no nukes, accept UN inspections, curb underground sites.
U.S.: Ease sanctions, release frozen assets.
Both: Loosen Strait of Hormuz restrictions.
The plan would trigger a 30-day negotiation window (likely Geneva or Islamabad).
Trump has paused escalation; officials caution talks remain uncertain. https://x.com/DeItaone/status/2051952446885204113?s=20
MORE INFO:
According to Axios, Washington and Tehran are now closer to a deal than at any point since the war begun.
Key elements under discussion:
• A phased rollback of both the U.S. and Iranian naval restrictions during negotiations
• Gradual sanctions relief from the U.S., alongside the release of tens of billions in frozen Iranian funds
• A long term freeze on Iranian uranium enrichment, reportedly between 12 and 15 years, with automatic extensions if Tehran violates the terms
• Iran potentially agreeing to remove its stockpile of highly enriched uranium from the country
• The White House is waiting for Iran’s formal response on several core issues within the next 48 hours https://x.com/Osint613/status/2051957997702689205?s=20
The futures are bid pre-market on news of another peace deal.
The goal of the deal is to re-open the Strait of Hormuz which was open two months ago.
The fundamental question on the table is why did an oil crisis catalyze
THE AI top? S&P momentum stocks closed 4 standard deviations overbought yesterday.
Today will build on that. The reversal will be violent. https://x.com/SuburbanDrone/status/2051962913330516192?s=20
...the market is substantially higher than it was before the war, before the higher oil prices
...we have a problem the war created, and the market is still higher than before we had it (the problem).
