TRUMP ON IRAN WAR- IT'S GOING TO GET WRAPPED UP SOON -KCMO RADIO INTERVIEW; WE NEED A GUARANTEE THERE WILL NEVER BE A NUCLEAR WEAPON

President Trump, in a KCMO radio interview, said the Iran conflict is "going to get wrapped up soon" and called for a guarantee that Iran will never obtain a nuclear weapon. The remarks signal an expectation of near-term de-escalation, which typically compresses geopolitical risk premia and pulls oil and safe-haven demand lower through the risk-appetite channel. Crude oil and energy equities are most exposed, since any reduction in perceived Middle East supply disruption feeds directly into futures pricing, while gold and Treasuries could see reduced haven bids. Defense contractors and regional currencies and sovereign debt may also reprice on expectations of a resolution or of continued nuclear-related negotiation. Traders should watch the next OPEC+ production decision and weekly EIA crude inventory data for confirmation of whether the rhetoric is translating into physical supply expectations.

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