Source: Wall Street Insights 04/08 10:45

The two-week ceasefire agreement between the US and Iran has been implemented, and the ninth step of the independent macro research firm The Kobeissi Letter's "Conflict Script" has officially been fulfilled, namely the achievement of the agreement and the construction of the narrative framework. Every major confrontation within the Trump framework ultimately ends with the narrative of "maximum pressure for concessions," and this step was delayed by 10 days compared to the firm's expectations. More importantly, the tenth step: market violent re-pricing after the announcement of the agreement, may occur within a few weeks.
The achievement of the US-Iran ceasefire agreement is progressing precisely according to a repeatedly validated script.
The Kobeissi Letter, an independent macro research organization in the US, recently stated that with Trump announcing the ceasefire agreement between the US, Iran, and Israel, the ninth step of the "Conflict Script" it tracks has officially arrived, which is the achievement of the agreement and the construction of the narrative framework. This arrival was about 10 days later than the firm's previous expectations.
The Kobeissi Letter said that, according to Trump's negotiation manual, every major confrontation within the Trump framework ultimately ends with the narrative of "maximum pressure for concessions."
This development could have a significant potential impact on the market. The Kobeissi Letter pointed out that the tenth step—the market violent re-pricing following the official announcement of the agreement—will occur within the next few weeks. At that time, investors who have maintained defensive positions for a long time will face pressure to rapidly close their positions, leading to a sharp rise in the stock market, while oil prices may also surge along with shipping.