If this deal actually happens with the Hormuz opening up the market is gonna moon and we will have
$SPY to $800 by EOY
This deal will get bond yields down, oil down, and rate hikes will go away aswell which is extremely bullish
Hopefully this isn鈥檛 just another thing Iran denies claims of
U.S. AND IRAN EXPLORE PHASED HORMUZ DEAL
U.S. and Iranian negotiators are discussing a phased agreement to end the conflict, Reuters reports.
The potential first step would see Iran reopen the Strait of Hormuz in exchange for Washington lifting its economic blockade, potentially alongside access to frozen Iranian assets.
The main obstacle remains sequencing: neither side wants to surrender its leverage first, leaving negotiations fragile.