US President Donald Trump has reiterated his administration's focus on addressing Iran and Cuba, stating it is a 'question of time' before decisive actions are taken. Speaking at a campaign rally, Trump emphasized the need to confront what he described as 'rogue regimes' that threaten global stability. The comments come amid heightened tensions in the Middle East and ongoing US sanctions against Iran's energy and financial sectors. Trump also criticized Cuba's government for its human rights record, signaling potential policy shifts if re-elected. These statements could impact global markets, particularly commodities like oil and gold, which are sensitive to geopolitical risks. Increased US pressure on Iran might disrupt oil supplies from the Persian Gulf, pushing prices higher. Conversely, any escalation in tensions could trigger a flight to safety, boosting demand for gold. Traders should monitor developments in US-Iran relations and potential sanctions against Cuba, as these could introduce volatility in energy and precious metals markets. For MENA investors, the focus should be on how regional markets react to potential US policy changes. Gulf economies, heavily reliant on oil exports, may face both challenges and opportunities depending on the scale of sanctions. Investors should also watch for shifts in global investor sentiment towards emerging markets, which could affect capital flows into the Middle East. Key indicators to track include OPEC+ production decisions and US dollar movements against emerging market currencies.

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