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I’m an expert on Iran and US politics. Here’s what might happen next

geopolitical_tension_escalationMiddle EastThe Independent13 Jul, 09:42 UTC

Context

President Donald Trump says the 60-day ceasefire signed by the US and Iran three weeks ago is ‘over’

What it means

Trump declaring the ceasefire 'over' is a continuation of the ongoing Iran-US tension delfee has tracked over the past 16 days, with 18 prior signals already calling Brent crude and Gold higher. This headline adds no new actor, escalation mechanism, or genuine surprise beyond what markets have had ample time to price in. No new chain is warranted.

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 13 Jul, 10:00 UTC