Breaking! Iran: Conditions for ending the war are being formulated! New developments revealed in the U.S. aircraft carrier!

Iranian situation: New reports keep coming in!

According to CCTV News, on the 27th in local time, Iran’s armed forces spokesperson said that Iran is formulating conditions for the end of the war. The spokesperson warned the United States and Israel that Iran has strong capabilities and a victory advantage on the battlefield and is able to determine the final outcome of the war, and that the US and Israel will be “forced” to accept this reality.

Also, according to information disclosed by officials in the United States and Saudi Arabia, on the 27th Iran attacked the Prince Sultan Air Base in Saudi Arabia where US forces are stationed, injuring 10 US personnel and damaging multiple US military aerial refueling tankers.

US media reported on the 27th local time that the US aircraft carrier “Bush” is expected to be deployed to the Middle East or nearby areas. On the same day, US Secretary of State Rubio said that US and Israeli military actions against Iran will continue for several more weeks. German Chancellor Scholz said on the 27th local time that what the United States is doing now is not easing the situation or seeking a peaceful solution—it is massively escalating the conflict, and the outcome is difficult to predict.

What is worth noting is that on Friday, the US bond market also saw sell-offs, indicating that investors expect the Federal Reserve to take a more hawkish stance on interest rates. On the betting platform Polymarket, bettors think the odds of the Federal Reserve raising rates later this year are 25%, and the odds of not cutting rates in 2026 are 40%.

Iran’s armed forces: are formulating conditions for ending the war

On the 27th in local time, Iran’s armed forces spokesperson said that Iran is formulating conditions for the end of the war. The spokesperson warned the United States and Israel that Iran has strong capabilities and a victory advantage on the battlefield and is able to determine the final outcome of the war, and that the US and Israel will be “forced” to accept this reality.

The spokesperson pointed out that the US and Israel have already fully recognized the real strength of Iran’s armed forces and its people in actual struggle, advising them to face the facts and return to reason in a timely manner.

According to CCTV News, on March 27 local time, according to information from US officials, Iran fired missiles at the Prince Sultan Air Base in Saudi Arabia, injuring multiple US servicemembers.

Two US officials said that the attack resulted in several US personnel being injured, but that all injured people are not in life-threatening condition at present. In addition, at least one US aircraft was damaged in the attack.

It is understood that this attack is one of Iran’s latest responses to US military actions and those of its allies. As the conflict continues to escalate, US personnel and facilities in the Middle East face higher risks.

As of now, in the US’s military actions against Iran, at least 303 US personnel have been injured, including 10 whose injuries are serious.

On the 27th in local time, in comments made by Moussavi, commander of Iran’s Islamic Revolutionary Guard Corps Aerospace Force, he said that the attacks launched by the US and Israel against multiple Iranian infrastructure sites that day were “an act of proactively stirring up trouble and playing with fire.”

Moussavi said that under the current circumstances, Iran’s response “will no longer be limited to responding blow for blow,” but he did not disclose specific details.

He also warned that industrial enterprise employees in the region who are linked to the US and Israel should immediately leave their jobs to avoid putting their lives and safety at risk in subsequent actions.

Late on the 27th in local time, Iranian Foreign Minister Alagzi posted a message on social media responding to Israel’s attacks on Iranian infrastructure, including power plants and steel mills, emphasizing that Israel will pay a “heavy price” for its “crimes.”

Alagzi said that Israel attacked two of Iran’s largest steel plants, a power plant, and civil nuclear facilities, among other infrastructure, and stated that, according to Israel, the above actions were coordinated with the United States.

He said that the attack is not consistent with US President Trump’s earlier claim that the “pause” of strikes against Iran’s energy facilities, and he reiterated Iran’s firm stance to safeguard national security and interests.

US Secretary of State: The war against Iran will continue for weeks

According to Xinhua News Agency, after Rubio attended a meeting of the foreign ministers of the Group of Seven in France on the 27th, he said that US and Israeli military actions against Iran will continue for several more weeks, and that the US currently has not scheduled any meetings regarding the Russia-Ukraine conflict.

Rubio told the media before departing back home that the military actions against Iran are expected to end at an appropriate time—“We’re talking about weeks, not months.” Also, according to a report posted on social media by a reporter from the US news website Axios, Rubio told his G7 counterparts that the fighting would continue for “2 to 4 weeks.”

Rubio said that the United States can still achieve its goals for military actions against Iran without dispatching ground forces, including destroying Iran’s missile and drone capabilities. He also said that in recent days the US has added deployment of tens of thousands of troops to the Middle East region, aiming to provide options for US President Trump in responding to unexpected situations. He did not elaborate further.

According to a report by CNN on the 27th, the US aircraft carrier “Bush” is expected to deploy to the Middle East or nearby areas. The report cited sources as saying that the “Bush” carrier will head to the US Central Command area of responsibility, including the Middle East.

It remains unclear whether the “Bush” carrier will join or replace the naval forces already participating in combat operations against Iran in that region.

The report said that although US President Trump claims he is negotiating with Iran, he has also been considering various military options, which could lead to escalation of the conflict.

On the 27th in local time, German Chancellor Scholz said in a speech that what the United States is doing now is not easing the situation or seeking a peaceful solution, but massively escalating the conflict—its results are difficult to predict. Scholz said that these escalations have already constituted a threat—not only to those directly affected, but also to everyone, including Germans.

Scholz also questioned the war aims of the US and Israel in Iran, saying he believes that the US and Israel cannot achieve their goal of regime change in Iran. Scholz said, “Is regime change really their goal? If it is, I don’t think they can achieve it. Things like this usually end in failure.”

In his speech, Scholz also said Germany is willing to deploy armed forces after the war ends to the Strait of Hormuz to conduct demining operations.

Is the Fed’s next step rate hikes?

Data from the CME Group shows that investors currently believe the probability of the Fed raising rates before the September meeting is about 20%, and that the probability of cutting rates within the next six months is zero. A month ago, market expectations showed that the probability of at least one rate cut before September was over 90%.

Bettors on the Polymarket platform think that later this year, the probability of the Fed raising rates is 25%, and the probability of no rate cuts in 2026 is 40%.

On Friday, as attacks in the Middle East continued, concerns in the market intensified that the Iran war could last until April or even longer, pushing oil prices higher again. Brent crude futures were trading above $106 per barrel; West Texas Intermediate crude futures broke above $100, rising by more than 7%. Investors are closely watching the increasingly severe impact of shipping disruptions through the Strait of Hormuz on the economy.

That day, not only did US stock markets plunge, but the bond market also faced sell-offs, indicating that investors expect the Federal Reserve to adopt a more hawkish stance on interest rates, driven by market concerns that a surge in oil prices could push up inflation.

According to Yahoo Finance, Trump’s delay in carrying out strikes on Iran’s energy facilities failed to ease investors’ anxiety. The yield on the 10-year US Treasury note, which moved contrary to the bond price trend, jumped at one point to 4.46%, the highest level since July.

Mike Dickson, head of Horizon Research and quantitative strategies, wrote: “After months of expecting that the Fed would cut rates this year, investors are back to that old cliché: ‘higher for longer.’”

The yield on 2-year US Treasuries rose to 4% on Friday, suggesting a similar situation. Aditya Bavey, an economist at Bank of America, said the yield decoupled from the trajectory of oil prices.

Bavey said that comments made by Federal Reserve Chair Powell after the Fed meeting earlier this month were hawkish, while Federal Reserve Governor Christopher Waller, in an interview on March 20, “seemed very concerned about the surge in oil prices.” Bavey wrote that, considering the divergence between short-term rates after the meeting and the trajectory of oil prices, “we think the market is currently pricing in that the Fed’s response mechanism will become more hawkish, and may also be pricing in a broader impact on commodities.”

（Source: China Securities Journal）