by Bill O’Grady

The Trump administration withdrew from the Iranian nuclear deal earlier this year and plans to implement sanctions on the country in two phases, the first of which went into effect in early August with a second round in November.  In Part I of this report, we introduced this topic and covered the first two potential responses from Iran, which were restarting the nuclear program and projecting power.  Last week, we covered the threat to the Strait of Hormuz.  This week, we will conclude with a discussion on the potential for Iran to deploy a cyberattack against the U.S. or use allies to end sanctions, along with the likelihood that Iran would enter into direct negotiations with Washington.  We will conclude with market ramifications.

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