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Trump's 24-Hour Intense Publicity Blitz: Iran Issue, Lockdown Policies, and NATO Controversy Simultaneously Ferment

2 hours ago

April 18 — U.S. President Donald Trump delivered multiple key signals on the Middle East and broader issues over the past 24 hours: ### **Middle East Signals** - **Strait of Hormuz**: Navigation has resumed, but the maritime blockade of Iran will continue until an agreement is “100% complete.” - **Iran nuclear program**: Trump stated Iran has agreed to indefinitely suspend its nuclear activities; the U.S. will retrieve Iran’s enriched uranium and transport it back to the U.S., with no unfrozen funds to be provided. - **Negotiations/ceasefire**: Talks will continue through the weekend; war could restart if no deal is reached by next Wednesday. - **U.S.-Iran gaps**: Trump said Iran “needs to say different things internally” amid discrepancies between the two sides. - **Strait toll**: No toll will be imposed on the Strait of Hormuz. - **Regional security**: The U.S. has banned Israel from further bombing Lebanon; plans to address Hezbollah separately. ### **Political Signals** - **NATO criticism**: Called NATO “completely useless at a critical moment” and slammed some allies for failing to cooperate. - **Media attacks**: Again accused *The New York Times* and CNN of inaccurate reporting. - **Ally thanks**: Thanked Saudi Arabia, the UAE, Qatar, and Pakistan for operational support. - **UFO documents**: The first batch of UFO-related documents will be released soon; Trump will sign an executive order Saturday and hold a press conference. Overall, Trump is actively shaping market and diplomatic expectations through frequent statements, blending toughness and uncertainty under the “ceasefire-negotiation-blockade” framework.
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USCENTCOM: US Military Conducting Maritime Blockade on Vessels Entering or Exiting Iranian Ports

April 18: U.S. Central Command (CENTCOM) said 23 ships have followed U.S. military instructions to reverse course since the Strait of Hormuz blockade began. The U.S. military is enforcing a maritime blockade on vessels entering or departing Iranian ports and coastal areas.

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The IDF Continues to Strike Hezbollah in Southern Lebanon, Accusing the Group of Violating the Ceasefire Agreement

April 18 — An Israel Defense Forces (IDF) spokesperson stated Wednesday that over the past 24 hours, IDF troops operating south of the Blue Line in southern Lebanon have eliminated multiple Hezbollah members who violated the ceasefire and posed an imminent threat to Israeli forces. The statement added the IDF deployed artillery fire to support ground operations in the region. In response to the threat, the military destroyed some Hezbollah infrastructure. The spokesperson stressed the IDF is acting under political directives, authorized to take necessary defensive measures—efforts to defend against and neutralize threats are not restricted by the ceasefire agreement. Source: FX Street

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Iranian Deputy Foreign Minister: Date for Next Round of Talks with US Cannot Be Set Until Agreement is Reached

April 18 — Iranian Deputy Foreign Minister Seyed Abbas Araghchi told Al Jazeera that no date can be set for a new round of U.S.-Iran talks until both sides agree on a common framework for the negotiations. “We can’t set a negotiation date until we agree on the framework,” Araghchi said. He stressed that any terms Iran agrees to in talks must uphold its rights under international law. Iran will not accept being treated as an exception outside international law, nor will it waive those rights.

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Next Week's Macro Outlook: Focus on US-Iran Negotiation and Fed Personnel Changes, Middle East Tensions Roil Markets

April 18th – Global markets posted a significant rebound over the past week, driven by easing Middle East tensions, though core uncertainties linger. Iran briefly announced the opening of the Strait of Hormuz, triggering a sharp drop in oil prices. Risk assets surged: U.S. stocks hit a new high, the U.S. dollar weakened, and gold approached the $1,900 mark. However, Iran later clarified the strait remains "under military control," while the U.S. maintained sanctions on Iran—escalating market concerns about the situation. ### Next Week’s Key Catalysts - **U.S.-Iran Negotiations**: President Trump noted talks could advance over the weekend, warning the ceasefire may end and conflict risk resume if no deal is reached by next Wednesday. Iran remains cautious, with major differences on core issues like uranium enrichment. Markets have shifted from pricing in "conflict escalation" to a "de-escalation path," but sudden shifts could spark intense asset volatility. - **Fed Policy Sign

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Shipping Industry Expert: Strait of Hormuz Closed Again, All Vessels Prohibited from Passage

April 18th: Shipping sources report commercial vessels received an Iranian Navy radio message stating the Strait of Hormuz has been closed again, banning all vessel traffic. (FXStreet)

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The Iranian military fires at an oil tanker attempting to cross the Strait of Hormuz

April 18 — Maritime intelligence firm TankerTrackers said in a social media post that two Indian vessels attempting to transit the Strait of Hormuz were forced back by Iran’s Islamic Revolutionary Guard Corps (IRGC) Navy, with gunfire exchanged during the encounter. One of the vessels was a very large crude carrier (VLCC) flying the Indian flag. Iran has not yet commented on the incident.

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