{"content":"My Thoughts on the Israel–Iran War and Its Impact on the Markets Israel struck critical locations such as Tabriz, Tehran, Kermanshah, Isfahan-Natanz, and Bushehr. Iran, in response, released the timing of the drones it had sent. Israel carried out a precision operation, reportedly killing the Chief of Staff of Iran and a key commander from the Revolutionary Guard using Hellfire missiles. Instead of destroying the entire building, they targeted the specific residence. Iran was unable to respond from the air. This revealed that Israel has extraordinary intelligence capabilities within Iran which is understandable, given the significant internal opposition to the regime. Because Iran couldn’t mount an effective retaliation, I don’t think this war will escalate further. Clearly, Israel could have taken out Khamenei if it had wanted to. So why didn’t they? Perhaps because the Chief of Staff was the first person Khamenei would have called and Israel took him out. This suggests that rather than escalating the conflict, Israel is attempting a soft transition through a targeted operation that may lead to a leadership change. Morale is extremely important in war and right now, Israel holds the upper hand Oil prices are rising, but I believe Trump will talk to OPEC to increase supply, which could bring prices back down. That’s why I believe the overall impact of this situation on the markets will likely be limited.","images":["https://d2kdcqywr8ua22.cloudfront.net/uploadfile/article/blog/2025062025/06/13/d667ff6ebaaf41adb32848c6dd22899a.jpg"],"tags":[],"tradingPairs":[],"quotearticleid":0}