The Speaker of Iran’s Parliament, Mohammad Bagher Ghalibaf, posted a business advisory on X (Twitter), calling Trump’s announcements before the market a “sign of retreat” and urging his followers to take the opposite side of any force.
The note added a surreal layer to a week that saw Wall Street’s most popular trading strategy collapse due to a real political threat.
TACO Sales Hit a Wall
The Trump Always Chickens Out (TACO) commercial he described the general market trends of 2025. Traders bought any dip made by Trump, expecting a reversal within days. The playbook worked reliably during the tariff crisis with China, Canada, and the EU.
However, it broke last week. Trumpet extended his deadline to strike the Iranians electrical infrastructure from March 27 to April 6. The support meeting did not come.
Barclays academic Emmanuel Cau he realized that repeated conversions were undermining market confidence. Investors stopped seeing the delay as a peaceful solution. They began to see them as a wise stop before boarding.
Atlanta Fed’s GDPNow tracker cut off Q1 growth was estimated at 2%, down from 3.1% a month earlier.
Meanwhile, CME FedWatch data shows interest rates in the stock markets steady through the end of 2026, with little to no movement left.
This represents a far cry from the amount of money investors were expecting at the start of the year.
Ghalibaf is a Bond Market Alert
Ghalibaf, a former head of the Islamic Revolutionary Guard Corps (IRGC) who has been prominent in Iran’s political scene during the war, has continued to reject US talks.
He told his followers that Trump’s pre-sale posts were like profit-making schemes.
“What is called ‘news’ or ‘Truth’ is often just a way to make money. In fact, it is a sign of change. he wrote Ghalibaf.
alone, Johns Hopkins economist Steve Hanke said bond managers turned to Trump because of the combined pressure of the tariff war and the Iran conflict.
The US 10-year Treasury yield rises to 4.46%It is approaching the 4.5% limit that forced Trump to freeze tariffs in April 2025.
Ghalibaf too he warned earlier in the week that financial institutions buying US Treasury bonds were legitimate war targets.
The statement added political risk to the current financial situation in the bond market.
Why the Old Playbook Doesn’t Work Anymore
The TACO strategy worked because Trump’s business partners were financially successful. China, the EU, and Canada all wanted stability and agreed to face-saving cooperation.
Iran has no such power. His The general was killed in the initial strike.
His armor has been struck repeatedly. However, Tehran did not budge on the talks. Ghalibaf himself accused Washington on Sunday of planning an attack on the ground while publicly hinting that negotiations were underway.
With Brent crude above $110 a barrel and the Strait of Hormuz still largely closed, the economic damage from the war has already settled on prices.
Dip buyers who relied on TACO’s sentiment are now facing a market in which the geopolitical premium is no longer short-term but long-term.
The question coming up next week is 10 year yield over 4.5% it will force the White House to act, as it did in last year’s tariff crisis, or if a real war is more difficult to reverse than a trade dispute.
A note Iran’s Most Powerful Leader Shares Trade Advice As Trump TACO Trade Falters appeared for the first time BeInCrypto.
