Donald Trump launched a media barrage Friday, posting on Truth Social and granting interviews that framed the Iran peace effort as almost finished. He cited Iran’s foreign minister announcement that the Strait of Hormuz had been reopened and claimed Tehran had accepted U.S. demands, predicting a swift resolution. He also warned that any resurgence of hostilities would jeopardize global supply chains and U.S. strategic interests.

Iranian officials pushed back, saying most of Trump’s assertions were unverified. Foreign minister Seyed Abbas Araghchi limited the Hormuz statement to a temporary cease‑fire corridor, while spokesman Esmail Baghaei stressed Iran retained supervision of the waterway. In a CBS interview Trump alleged Tehran would hand over its Iranian enriched uranium, a claim the ministry flatly rejected. Baghaei said Iran would not move its stockpile abroad.

Investors watch the narrative closely, as any perception of a de‑escalation could ease oil price pressure that spiked after the February 28 U.S.–Israel strike. Yet without concrete diplomatic milestones, market participants remain wary, and the White House has offered no verification. Analysts see Trump’s optimism as theater, not a market catalyst.