WH PRESS SEC. LEAVITT REPEATS THAT IRAN'S PUBLIC AND PRIVATE MESSAGES DIFFER. WHEN ASKED HOW LONG THE IRAN WAR MAY CONTINUE, LEAVITT STATES TRUMP WILL DETERMINE THE TIMELINE AND CEASEFIRE DEADLINE.

White House Press Secretary Leavitt highlighted a divergence between Iran's public and private communications, signaling potential behind-the-scenes diplomatic maneuvering amid escalating tensions. This discrepancy is likely to fuel uncertainty in risk sentiment, particularly affecting Middle East-related energy markets and defense equities, as investors assess the credibility of de-escalation efforts. The open-ended timeline for conflict duration, tied directly to former President Trump’s decisions, reintroduces political unpredictability into the geopolitical risk premium for oil and regional assets. Market focus will shift to upcoming U.S.-aligned diplomatic engagements and any direct statements from Trump regarding military or ceasefire policy in the region. Traders will also monitor Iranian oil export flows and Strait of Hormuz shipping data for signs of supply disruption.

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