Trump just said if other countries got ballistic missiles, it's "unfair" Iran doesn't have them.
This is wild. Complete 180 from his first term's "maximum pressure" policy.
Market implications:
• Oil volatility could drop if Iran tensions ease
• Regional stability narrative shifts
• Defense stocks might react
Geopolitics directly impacts risk-on/risk-off sentiment. Watch $BTC and broader markets if this Iran stance actually softens sanctions.
Not saying it's bullish or bearish yet—just saying the game changed.
This is wild. Complete 180 from his first term's "maximum pressure" policy.
Market implications:
• Oil volatility could drop if Iran tensions ease
• Regional stability narrative shifts
• Defense stocks might react
Geopolitics directly impacts risk-on/risk-off sentiment. Watch $BTC and broader markets if this Iran stance actually softens sanctions.
Not saying it's bullish or bearish yet—just saying the game changed.