Bloomberg Daybreak: Asia Edition Global Markets Receive A Jolt After Trump Tehran Warning
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Jun 17, 2025 James Abate, Managing Director & Head of Fundamental Strategies at Horizon Investments, dives into the recent upheaval in global markets triggered by President Trump's evacuation call for Tehran. He discusses the volatile response in oil prices and U.S. futures, and contrasts Trump’s urging for an Iran deal with his latest provocations. Abate emphasizes the impact of Israel's military strategies and the delicate balance between U.S. involvement and regional tensions, highlighting potential investment opportunities amid uncertainty.
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Israel's Broader Aim Beyond Nuclear
- Israel's strikes on Iran aim beyond nuclear degradation to weakening the regime more broadly.
- Regime change is unlikely triggered by external attacks, as Iranians resist external impositions for uprising.
Risks Of Expanded Israeli Objectives
- Expanding Israel's objectives to regime collapse risks pushing Iran towards undeclared nuclear capability.
- Israel aims to weaken Iran's conventional and external military strengths, continuing post-October 7.
US Role Is Defensive Support
- The US currently supports Israel defensively with air defense and intelligence.
- The US prefers Israel to lead offensively to pressure Iran towards negotiations without direct US offensive involvement.
