Amit segal - telegram

A whirlwind 24 hours saw reports of an Israel-Iran ceasefire, initially announced by President Trump, followed by conflicting information and renewed violence. An analyst unpacks the situation, highlighting the fragility of the agreement, the lack of full coordination between the US and Israel, and Iran's vulnerability to strikes. The deadly attack in Be'er Sheva complicated matters, potentially sabotaging de-escalation efforts. Despite claims of achieving objectives, skepticism remains about eliminating Iran's nuclear threat. The Shekel's strengthening suggests a positive market reaction, but the ceasefire's sustainability is uncertain amid renewed rocket fire and mistrust.