Around the 13th, the market was worried whether Trump would take action against Iran. At the time, we discussed a key variable: the U.S. military still hadn’t deployed an aircraft carrier in the Middle East. Without an aircraft carrier in position, it’s hard for Trump to act against Iran. Now, a week has passed, and the USS Lincoln carrier strike group (along with three Burke-class missile destroyers) just passed through the Strait of Malacca yesterday. It’s estimated to appear near the Persian Gulf around the 25th. Noticed some English tweets tracking the movements of the carrier.