Possible scenario
Restraint Pivot
35%
+0.3%
Vance’s public blame-shifting accelerates an administration effort to recapture antiwar Trump voters before the 2028 cycle. Trump keeps support for Israel rhetorically strong but authorizes back-channel de-escalation with Tehran through Oman, Qatar, and European intermediaries.
What it moves
- Energy−0.7%
- Industrials−0.7%
- Market volatility
- Riskier companies' borrowing costs
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