XJO - Bear Posts only (Factors which might cause the markets to fall), page-23382

Yes, back to tariffs atm. Bulls seem to have forgotten about the downhill economy and tariffs.

In the mean time, ME conflict is far from over. Maybe calm for a few months or a few weeks.

Israel needs to resupply. I mentioned earlier they could not go beyond 2 weeks (Their air defense was getting very ineffective in the final 2-3 days of the conflict) . I hear BB wants to ride on the recent events, and call for an early election. If regime change in Iran is still on the menu, then they may need a few months to execute. For the other side, Iranian parliament just passed a law today and suspended all things NPT. Not exactly a formal withdrawal. But has pretty much the same effect. Anyone in their position will go for nukes now.