U.S. and Iran still without deal to end war after Trump says he's not in a 'hurry'
Geopolitics
Trump signaled no urgency on an Iran nuclear deal and threatened further military action if negotiations collapse, keeping the geopolitical risk premium elevated. A prolonged standoff with unresolved Iran sanctions sustains supply-side uncertainty in crude, creating a tactical bid for energy equities and oil.
0 reads·1 theses
Angle
↑ LONG+5% target-4% stop3-6 weeks tactical
Long crude via USO and XLE on sustained Iran risk premium — no deal imminent means supply uncertainty persists into summer.