Donald Trump posted on Truth Social on Wednesday that the US would work closely with Iran through what he called a \u201cvery productive regime change\u201d. He wrote that there would be no enrichment of uranium.<\/p>\n
He said the US, working with Iran, would remove nuclear \u201cdust\u201d from deeply buried sites, referring to B-2 bombers. He added that the area was under satellite surveillance by the Space Force and that nothing had been touched since the date of the attack.<\/p>\n
Trump also said the US would discuss tariff and sanctions relief with Iran. He stated that many of 15 points had already been agreed to.<\/p>\n
In markets, risk sentiment was reported to be driving trading midweek. At the time of publication, S&P 500 futures were up 2.8% and Nasdaq futures were up 3.5% on the day.<\/p>\n
With this news, we expect market volatility to plummet in the coming weeks. The CBOE Volatility Index, or VIX, which spiked on Mideast tensions throughout 2025, could fall sharply from its current levels. We should look at selling VIX futures or buying inverse volatility products, targeting a return to the calmer levels seen back in late 2024 around the 14-15 range.<\/p>\n
The powerful surge in S&P 500 and Nasdaq futures suggests a significant risk-on sentiment is taking hold. For those who missed the initial jump, selling out-of-the-money put options on indexes like the SPY or QQQ is a strategy to consider, as implied volatility will be rich and the perceived market floor has just been raised. This is one of the biggest single-session boosts we’ve seen since the market rallies of 2024.<\/p>\n
We must anticipate a notable drop in crude oil prices as this deal progresses. The potential return of over 1.5 million barrels per day of Iranian oil to the global market creates a supply glut that was not priced in just weeks ago. Traders should consider buying put options on WTI or Brent crude futures, especially after the price spikes we experienced in 2025 that pushed oil past $90 a barrel.<\/p>\n
Conversely, the defense and aerospace sector will likely face strong headwinds. Stocks like Lockheed Martin, RTX, and the broader ITA aerospace and defense ETF could underperform the market as the prospect of prolonged conflict fades. Buying put options or establishing bearish spreads on these names offers a way to profit from this rotation out of defense spending expectations.<\/p>\n
Create your live VT Markets account<\/a>\u00a0and\u00a0start trading<\/a>\u00a0now. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":" Trump said US would work with Iran on \u201cregime change,\u201d no enrichment, sanctions relief; markets rallied.<\/p>\n","protected":false},"author":38,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[46],"tags":[],"class_list":["post-44433","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":[],"aioseo_notices":[],"featured_image_src":null,"featured_image_src_square":null,"author_info":{"display_name":"josephine","author_link":"https:\/\/www.vtmarketsglobal.com\/en\/author\/josephine\/"},"_links":{"self":[{"href":"https:\/\/www.vtmarketsglobal.com\/en\/wp-json\/wp\/v2\/posts\/44433","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarketsglobal.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarketsglobal.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarketsglobal.com\/en\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarketsglobal.com\/en\/wp-json\/wp\/v2\/comments?post=44433"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarketsglobal.com\/en\/wp-json\/wp\/v2\/posts\/44433\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarketsglobal.com\/en\/wp-json\/wp\/v2\/media?parent=44433"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarketsglobal.com\/en\/wp-json\/wp\/v2\/categories?post=44433"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarketsglobal.com\/en\/wp-json\/wp\/v2\/tags?post=44433"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}