Trump to be cautious in reaching an agreement

Summary

President Trump stated on Truth Social that a deal with Iran will only be reached if it is ‘appropriate and good for the US,’ marking a shift toward caution after several missed deadlines and threats of renewed military action Unusual Whales.

Impact Analysis

So Trump is basically moving the goalposts again. After weeks of ‘deal by Tuesday or the bombs fly’ rhetoric, this pivot to being ‘cautious’ is a clear signal that the grand bargain isn’t as imminent as he previously hyped Reuters. He’s framing the lack of a signature not as a stalemate, but as him being a tough, selective negotiator Unusual Whales. Markets have been whipsawed by this—remember the crypto surge on deal rumors followed by the slump when the Hormuz blockade was threatened? 券商中国+ 2. This ‘only if it’s good for us’ stance suggests the risk premium in oil and defense isn’t going anywhere; the fundamental disconnect between U.S. demands for high-enriched uranium and Iran’s demand for sanctions relief remains unresolved . Bottom line: stop chasing the ‘imminent peace’ trade. We’re moving into a period of prolonged, headline-driven volatility where the Strait of Hormuz remains the ultimate wild card. The ‘Art of the Deal’ here looks more like a war of attrition.