Lanhee Chen analyzes the US-Iran conflict, noting the tension between President Trump's desire to end hostilities (to address high energy prices) and the need for a victory narrative. He discusses political pressure on Trump, the dominance of economic issues for American voters, and the inward-looking nature of the American public, which is fraying strategic alliances.

implicit
NDX
RUT

explicit
Metals
USD
Hoover Institution 6.0
Research Institute
Lanhee Chen 7.5
6/11/2026 6:49:50 AM
wti
The war has taken a really significant toll on the price of energy and the availability of energy.
1 calls
-44
reliably incorrect, often opposite to market
yields
With energy prices rising due to the Iran conflict, inflationary pressures increase, which would push yields higher in the short term.

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