Trump has decided not to continue large bombing campaigns, but to "tighten the screws" through the economy — according to the WSJ, the U.S. Navy is to long-term block ships bound to and from Iranian ports, even if the fighting itself calms down for a time. In practice this means the conflict could spill over into a protracted naval blockade: the U.S. will continue to choke off Iranian oil exports, while Iran keeps the Strait of Hormuz closed to almost all other traffic, so the key oil chokepoint remains effectively paralyzed and the market lives in a permanent state of uncertainty about if and when the flow of tankers will return to normal.
My guess — it will go like this: Since there is no simple solution and the only option that could resolve it is full of many "buts" and far from reliable, it will be exactly what Donald swore he wouldn’t do (get into a war). So what the U.S. wanted least will happen — a full-scale invasion will have to follow, like back then in Iraq. But that is extremely expensive, and just as Donald would like to shift part of the costs onto the EU (well, when he involved Israel he didn’t ask the EU and NATO for their opinion), so that will happen; however, if the unelected EU bureaucrats have even a little of what is called "guts," they’ll give Donald and the Republicans a proper dressing-down and all their tricks with tariffs and everything they call MAGA (in reality it’s nothing other than an attempt to make everyone except them pay the bill for the U.S.'s problems) will be swept off the table.
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Oil is rising again and stocks are falling. In this environment, stocks will never see significant gains, so hopefully Trump will do something and negotiations will resume.
This is exactly what no one wants: uncertainty and a situation that could worsen at any moment. Ideally, there would be another ceasefire.