The Iran-Israel conflict has reached a pivotal moment that could shape the region’s future. In the next 24–48 hours, President Trump’s urgent peace initiative seeks to broker a ceasefire and a new nuclear deal, despite ongoing hostilities and skepticism. Central to negotiations is Iran’s Fordow nuclear facility, which can only be destroyed by U.S. “bunker buster” bombs—capability Israel lacks, giving the U.S. unique leverage. If diplomacy fails, the U.S. faces a critical choice: supply Israel with these weapons or join direct strikes on Iran. With Fordow enriching uranium and both sides suffering losses, the window for a peaceful resolution is closing fast. The U.S. monopoly on these bombs offers a last chance for peace—or risks rapid escalation if talks collapse
BREAKING: We continue to believe that a peace deal is on the horizon for this conflict. Markets are clearly pricing-in a short-lived conflict ahead. We are hopeful that an agreement can be reached as soon as this week
Airbus has secured landmark orders from Saudi Arabia totaling approximately $17 billion, underscoring its growing influence in the region as Boeing’s commercial presence took a back seat this year
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