Trump's Unclear Iran Strategy Fuels Market Jitters, Extends Geopolitical Risk Premium

On Sunday alone, goals shifted from reducing nuclear and missile threats to potentially supporting regime change, with Trump himself offering different timelines for the operation. This inconsistency is occurring amidst ongoing military strikes and retaliations, raising concerns about increased casualties.

Analysts suggest the White House may be improvising its strategy, lacking a clear plan for post-conflict scenarios. The shifting goals could significantly impact the commitment of U.S. forces, ranging from a few days to a much longer engagement depending on the defined objectives, such as dismantling nuclear facilities versus facilitating a power transfer.