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Trump’s Gaza plan ‘on hold’ as Iran war halts disarmament talks

Talks to advance US President Donald Trump’s plan to ⁠end the Gaza war have been on hold since last week when the US and Israel jointly attacked Iran, sparking a broader Middle East war, three sources with direct knowledge of the negotiations said. The pause threatens to stall implementation of Trump’s flagship Middle East peace initiative, which he has cast as a major foreign policy objective. It comes less than a month after he secured billions of dollars in pledges for Gaza from Gulf Arab...

Mar 10, 2026 &03331010202631; 03:33 UTC www.scmp.com Trending 4/5

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Negative for markets

Sentiment score: -65/100

High impact Medium-term (weeks)

WHAT THIS MEANS

Trump's Gaza peace plan has stalled following US-Israel military action against Iran, threatening a key foreign policy initiative and raising geopolitical tensions in the Middle East. The pause in negotiations could delay reconstruction efforts and destabilize regional markets dependent on Middle East stability.

AI CONFIDENCE

75% High

SENTIMENT GAUGE

NEWS POWER SCORE

AFFECTED ASSETS

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Oil (WTI Crude)

CL=FCommodity

Expected to rise

Escalating Middle East tensions increase geopolitical risk premium on crude oil

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Euro / US Dollar

EURUSDCurrency

High volatility expected

Risk-off sentiment favors USD strength amid Middle East conflict escalation

↓

Euro Stoxx 50

^STOXX50EIndex

Expected to decline

European equities pressured by geopolitical uncertainty and energy price volatility

⇅

S&P 500

^GSPCIndex

High volatility expected

US markets face mixed signals from defense sector gains offset by broader risk-off sentiment

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Gold Futures

GC=FCommodity

Expected to rise

Safe-haven demand increases as geopolitical tensions escalate

PRICE HISTORY

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⚡ SUGGESTED ACTION

Increase exposure to defensive assets (gold, bonds) and energy commodities while reducing equity positions in cyclical sectors. Monitor crude oil and geopolitical developments closely; consider hedging strategies for Middle East-exposed portfolios.

KEY SIGNALS

Geopolitical risk escalation in Middle EastStalled peace negotiations threaten regional stabilityEnergy market volatility expected to persistSafe-haven asset demand increasingForeign policy uncertainty impacts investor sentiment

SECTORS INVOLVED

EnergyDefense & AerospaceFinancialsConsumer Discretionary

Analysis generated on Mar 10, 2026 at 03:44 UTC

Disclaimer: This analysis is generated by artificial intelligence for informational purposes only and does not constitute financial advice, investment recommendation, or solicitation. Original reporting by SCMP Business. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

Trump’s Gaza plan ‘on hold’ as Iran war halts disarmament talks

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