【260408】After the Iran-US ceasefire, Israel "continues to strike Iran"

According to Xinhua News Agency, citing a security official reported by The Times of Israel on the 8th, despite the announced ceasefire between the US and Iran, Israel "continues to strike Iran".

The situation is not optimistic, this is a temporary ceasefire, not an end.

The reason why US stocks and silver surged is because the Trump administration's evaluation of the plan was "a viable basis for negotiations," leaving huge room for imagination in the market.

The demands put forward by Iran are also very harsh, you can go search for them.

"Making an offer" means "willing to talk": Before the deadline set by Trump expires, Iran providing specific terms (even if very high) means both sides have entered a substantive game stage, rather than directly going to war.

Liquidity of the Strait of Hormuz: As long as Iran mentions "opening navigation" and "passage under supervision," the risk of a global energy supply chain break instantly drops by more than 50%. This is a huge positive for silver (industrial demand) and US stocks (energy costs).

Trump's flexible attitude: Trump called these plans viable, suggesting the US might make some degree of compromise on sanctions and strait rights in exchange for energy stability.

These two weeks are essentially "trading space for time." If the formal negotiations held in Islamabad on April 10th make no progress, or if the details about "collecting tolls" cause a strong backlash from the US, the current gains may be quickly given back next week.

Simply put: What's rising now is the expectation of "no war," whether it can continue to rise later depends on "whether the business deal can be struck."

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