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Trump says US ‘locked and loaded’, vows more Iran strikes while hinting at talks

military_conflictMiddle EastSCMP25 Jul, 07:06 UTC

Context

US missiles struck targets across ⁠Iran on Friday and President Donald Trump vowed “major military punishment” for Tehran and its Houthi allies in Yemen, though he once again left open the door to a diplomatic deal with Iran. Separately, the US military said it had fired on and disabled a tanker ship after it was “repeatedly warned” and “didn’t comply” with the American blockade on Iranian ports. Two weeks after the collapse of an interim truce meant to end the war, Iranian armed forces...

What it means

No call: the only market channels here were low-conviction — below our selectivity bar, where the track record shows no reliable edge.

Causal chain

No clear market signal

How to read a signal
Severity
the event's market impact, 1–5
Direction
/ likely price move for the asset
Exp. move
the size of the abnormal move we'd expect if the call plays out — not a claim a move will happen:
Ssmall<1%
Mmoderate1–5%
Llarge>5%
Most flagged events don't move beyond noise; those count against us (see the track record).
Timeframe
the window we measure over:
1dshort
5dmedium
21dlong
Conviction
how well-established the directional call is (textbook → speculative) — not a guaranteed outcome:
low
average
strong

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Not investment advice · for informational purposes only. Generated 25 Jul, 07:08 UTC