Iranian Military Asserts US Is Preparing to Renew Attacks

ZeroHedge · 2026-09-20

Iran's central military command has stated its belief that the United States has resolved to resume military strikes against the Islamic Republic. Citing the General Staff of the Armed Forces, state media IRIB reported that intelligence indicates Washington has decided to restart operations against Iran following a joint meeting in Europe, with tacit approval from select regional nations. Consequently, Iranian leadership warned that regional allies aiding a renewed US military assault would be deemed complicit. Tehran also announced Sunday that it is awaiting President Trump's reply regarding conditions to end the conflict, with chief negotiator Mohammad Bagher Ghalibaf confirming that terms were relayed to Washington via Qatari intermediaries. Speculation about a potential escalation intensified over the weekend after President Trump abruptly cut short a trip to Camp David, coinciding with reports of additional military hardware being deployed to the Middle East as tensions persist.

AI 시장 분석

Tensions in the Middle East are escalating rapidly as Iranian military authorities warn of a potential US counterattack. This heightened geopolitical risk is strengthening safe-haven preferences and applying downward pressure on risk assets in global financial markets. Investors must practice rigorous risk management while monitoring the possibility of further military clashes and disruptions in oil supplies.

상승 영향

Defense — Increased demand for the defense industry is expected due to heightened military tensions and the possibility of further clashes between the US and Iran.
Gold — Safe-haven sentiment is strengthening due to expanding geopolitical risks in the Middle East, acting as a driving factor for rising gold prices.

하락 영향

Stock Market — Fears of the outbreak and expansion of a Middle East war dampen investment sentiment across global stock markets and exert downward pressure.
Aviation — Heightened military tensions in the Middle East and upward pressure on oil prices directly lead to increased operating costs and deteriorating profitability for airlines.
Shipping — Threats to major maritime routes and surging oil prices caused by geopolitical conflicts increase the cost burden on the shipping industry.

DYAX 전담 분석

Reports of expected resumption of attacks on US forces by the Iranian military and movement of military assets in the Middle East are stimulating concerns over global oil supply chain disruptions. In particular, geopolitical crises, such as attacks on Saudi Aramco facilities, are tending to expand energy price volatility.

In the bullish scenario, defense stocks and safe-haven assets like gold will continue to benefit, while in the bearish scenario, declines in aviation, shipping, and the broader stock market are expected due to supply chain hits. Key monitoring indicators are whether military conflicts in the Middle East intensify and oil price volatility.

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DYAX Investor Sentiment

Bullish (Long) 51% · Bearish (Short) 49%

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