Strategists from the Commonwealth Bank of Australia have revised their forecast, suggesting that the U.S.-Iran conflict might conclude in May rather than the previously anticipated June. According to BlockBeats, while the ceasefire does not mark the end of hostilities, analysts view it as the beginning of the conflict's resolution.
In a recent report, analysts highlighted that the reopening of the Strait of Hormuz indicates substantial progress towards a peace agreement. They noted that despite the apparent incompatibility of plans proposed by the U.S. and Iran, the ceasefire suggests that the U.S. is cautiously open to compromise. This is attributed to Iran's strategic leverage remaining largely intact and the reluctance of U.S. allies to provide assistance.
The report further emphasized that the economic repercussions of the war are continuing to accumulate. Analysts warned that if negotiations collapse due to political constraints, the market is likely to react negatively.