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President Trump has posted a new announcement on Truth Social, the social media platform. He wrote:
“I AM PLEASED TO REPORT THAT THE UNITED STATES OF AMERICA, AND THE COUNTRY OF IRAN, HAVE HAD, OVER THE LAST TWO DAYS, VERY GOOD AND PRODUCTIVE CONVERSATIONS REGARDING A COMPLETE AND TOTAL RESOLUTION OF OUR HOSTILITIES IN THE MIDDLE EAST. BASED ON THE TENOR AND TONE OF THESE IN DEPTH, DETAILED, AND CONSTRUCTIVE CONVERSATIONS, WHICH WILL CONTINUE THROUGHOUT THE WEEK, I HAVE INSTRUCTED THE DEPARTMENT OF WAR TO POSTPONE ANY AND ALL MILITARY STRIKES AGAINST IRANIAN POWER PLANTS AND ENERGY INFRASTRUCTURE FOR A FIVE DAY PERIOD, SUBJECT TO THE SUCCESS OF THE ONGOING MEETINGS AND DISCUSSIONS. THANK YOU FOR YOUR ATTENTION TO THIS MATTER! PRESIDENT DONALD J. TRUMP”
How Will Trump’s Statement Affect the Stock Market?
This latest post has the potential to affect the stock market. That’s because Trump’s signal of a temporary de-escalation with Iran would likely reduce immediate geopolitical risk premiums in energy markets, pressuring broad energy stocks like the Energy Select Sector SPDR Fund as traders price in a lower probability of supply disruptions and price spikes. At the same time, oil‑field service names in the VanEck Oil Services ETF could see volatility ease but may give back any recent “war risk” rally that had been driven by fears of conflict-related demand for emergency capacity.
For the iShares U.S. Aerospace & Defense ETF, postponement of strikes removes near-term catalysts tied to higher defense spending or accelerated munitions usage, which can cool short-term bullish sentiment in defense contractors. However, investors may still view the five‑day pause as fragile, keeping a floor under valuations if they believe longer-term tensions and procurement trends remain intact beyond this brief window.
Here are some of the stocks that might be affected:
Energy Select Sector SPDR Fund ((XLE)),
VanEck Oil Services ETF ((OIH)),
iShares U.S. Aerospace & Defense ETF ((ITA)).