Analyst: US-Iran Conflict May End in May Instead of June

On April 8, strategists at the Commonwealth Bank of Australia suggested that the US-Iran conflict may conclude in May rather than the previously expected June. Although the ceasefire has not ended the fighting, analysts view it as the beginning of the end. In a report, they stated that the reopening of the Strait of Hormuz indicates substantial progress towards a peace agreement. They added that despite the plans proposed by the US and Iran appearing to be fundamentally incompatible, the establishment of a ceasefire suggests that, given Iran’s strategic leverage has not significantly diminished and US allies remain reluctant to provide assistance, the US is tentatively open to compromise. They further noted that the economic consequences of the war are continuing to accumulate, and if negotiations collapse due to political constraints, the market will react strongly and negatively.