Stock markets react to every announcement of the US president, the one about returning Iran to the “stone age” is a possible trigger for a new jump in the price of “black gold”
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No, it still doesn’t seem that “investors really want to believe in fairy tales” (https://www.ft.com/ontent/57f1c55a-7eab-4a3e-83d5-c8e228b7e99d?syn-25a6b1a6=1) as Katie Martin, a columnist for the London “Financial Times” tries to understand the stock market players’ actions, who have been literally reacting since February 28th to any announcement and statement of the 47th President of the USA.
“Markets really do still respond to the president’s pronouncements”—a sentence from the text entitled “Trump’s tales are still muddling markets” is the reason for our question here. : “What happens when/if the world’s stock markets stop reacting to Donald Trump’s statements”? More precisely, to the announcements of the current president of the USA, the leader of the world’s largest economy, the commander-in-chief of the world’s strongest army?
As things stand now, the US-Israel conflict against Iran is far from a “fairy tale”, and does not yet portend a happy ending, whatever that might be for the opposing actors in the ongoing war drama in the Persian Gulf. Whether the “end” could happen soon, and what it might look like, is quite uncertain. Maybe even scary.
How petro-markets are to relate to the latest threats of US President Donald Trump to the Iranians like “open the fucking Hormuz Pass, you crazy bastards, or you will live in hell” (https://www.theatlantic.com/ideas/2026/04/trump-iran-war-weapons/686685/)?
Or, the other:”Peace deal on Monday-Tuesday, or I will blow up the whole country” (https://www.aa.com.tr/en/americas/trump-says-iran-deal-possible-by-monday-or-tuesday-threatens-to-blow-everything-up-if-talks-fail/3892760) ?
Leaving aside later reactions of Tehran, Pope Leo, international humanitarian organizations… the direction of the next move of the world stock markets tomorrow, Monday, April 6, seems to be known in advance.
Namely, in the setting of the Bretton-Woods global order, world markets are not in a position to distrust the US president.
It is therefore not a “fairytale”, but a fundamental setting of the global order with key addresses in Washington since 1944. In that setting, Donald Trump is the president of the USA (in his second term) elected by an overwhelming majority of voters, who at the end of February, in alliance with Israel, led America into a war against Iran.
International stock markets by default respect the systemic position of the US president in the current global order.Hence the fairy-tale nightmares after Trump’s war declarations these days, some of which literally eclipse those of the day before.
Stock markets, even in the case of such contradictory presentations of the White House’s war course, are in no position to ignore Trump’s messages: many dollars and a handful of other factors are in this long and fabulous game.
On the other hand, how could stock market “ignorance” manifest itself in the event of a war led by America?
Thus, when the President of the USA announces that the American army could soon return the Iranians to the “Stone Age, where they belong” (https://www.cbc.ca/player/play/video/9.7151916), the stock market as soon as tomorrow will connect it to the assessment of the further supply of oil and gas to the world… Previously, the actors of the global oil trade should somehow imagine a trip “to the Stone Age”…
Considering all that is happening in the Persian Gulf now, perhaps the recent, separate estimates by the Iranian Revolutionary Guards, and Wood Mackenzie—that a barrel of oil could cost as much as US$200 ( https://www.aljazeera.com/news/2026/3/11/irans-irgc-says-not-one-liter-of-oil-will-get-through-strait-of-hormuz;
https://www.woodmac.com/blogs/the-edge/boiling-a-frog-could-oil-prices-test-us$200bbl/)
– were shy after all?
