President Donald Trump suggested on social media that the ongoing conflict with Iran could cease following the upcoming U.S. election. He implied that adversaries are attempting to influence the electoral process to favor a less aggressive U.S. administration, potentially facilitating their nuclear ambitions. Trump also alluded to possible U.S. involvement in recent attacks on Iranian tankers, suggesting an indirect role in regional tensions. Markets focused on U.S.-Iran relations reacted with increased optimism, with YES pricing rising slightly across most sub-markets related to Iran Reconstruction Funding in a potential 2026 deal.
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