Trump predicts Iran conflict to end after US midterms

Former President Donald Trump has stated that the ongoing conflict with Iran will conclude shortly after the upcoming U.S. midterm elections. He also claimed that Iran’s missile stockpile has been largely destroyed. The conflict, which began earlier this year, saw direct U.S.-Israeli military actions against Iran, followed by Iranian missile retaliation. Currently, a temporary ceasefire is in place, although no formal peace agreement has been reached. Trump’s comments may indicate a potential shift toward negotiations, influencing market perceptions about a possible U.S.-Iran deal. Key Takeaways Trump’s statements appear to suggest a potential shift toward negotiations, which could influence market outlooks on a U.S.-Iran deal in 2026. Current market pricing for inclusion of Iran Reconstruction Funding in a 2026 deal shows slight optimism, with some increases in YES pricing from previous levels. The remarks may also affect expectations around the destruction of Iran’s missile stockpile, potentially impacting military and strategic considerations. What to Watch Observers are closely monitoring whether Trump’s prediction of the war ending will lead to tangible diplomatic efforts or r...