Geopolitics Alpha

Trump Says Iran Wants A Deal ‘And It Could Happen’

Published . Updated .

Key takeaways

  • President Donald Trump repeated his assertion that the United States is winning the war with Iran and said that Tehran wants a deal, adding: “It could happen.”
  • Exposed: VGK, EFA, FEZ
  • Market reaction: EFA −1.8% after three sessions; FEZ −0.5% after three sessions

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Trump Says Iran Wants A Deal ‘And It Could Happen’

President Donald Trump repeated his assertion that the United States is winning the war with Iran and said that Tehran wants a deal, adding: “It could happen.”

Directly affected

  • No company is named in this report.

Indirectly affected

  • USO United States Oil Fund-0.1% 30d

    United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story.

  • XLE Energy Select Sector SPDR+6.9% 30d

    Energy Select Sector SPDR: its price follows crude oil. Linked by “iran” (oil) in this story.

  • BWET Breakwave Tanker Shipping ETF-3.3% 17d

    Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “iran” (tanker shipping) in this story.

  • ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.

  • XOM ExxonMobil Holdings-2.7% 17d

    ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story.

  • CVX Chevron+4.2% 30d

    Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story.

  • COP ConocoPhillips+6.2% 19d

    ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story.

  • SHEL Shell+3.5% 11d

    Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
USO+4.37%+7.30%base+0.90%-7.20%-5.48%-4.86%
XLE+1.44%+2.16%base-0.83%-5.58%-7.74%-8.36%
BWET-1.54%+2.86%base-7.81%-22.25%-25.97%—
ITA-3.96%-0.11%base+0.81%-0.88%-4.84%-3.54%
XOM+0.06%+1.89%base-1.26%-5.72%-8.04%-7.56%
CVX+0.19%+1.58%base-1.10%-4.77%-5.46%-6.49%
COP+0.74%+2.12%base-1.67%-6.77%-7.74%-7.18%
SHEL-0.17%+2.59%base-0.70%-2.97%-4.61%-5.49%

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Trump Says Iran Wants A Deal ‘And It Could Happen’ Radio Free Europe/Radio Liberty

Source: Radio Free Europe/Radio Liberty

How far Vanguard Intl Equity Index F (VGK) has moved since 3 Nov 2026

CompanyWhenMoveStatus
BWETthat day-7.81%final price
BWETthe next day-22.25%final price
BWETtwo days later-25.97%final price
BWETthree days earlier+2.86%final price
BWETfive days earlier-1.54%final price
COPthat day-1.67%final price
COPthe next day-6.77%final price
COPtwo days later-7.74%final price
COPthree days later-7.18%final price
COPthree days earlier+2.12%final price
COPfive days earlier+0.74%final price
CVXthat day-1.10%final price
CVXthe next day-4.77%final price
CVXtwo days later-5.46%final price
CVXthree days later-6.49%final price
CVXthree days earlier+1.58%final price
CVXfive days earlier+0.19%final price
ITAthat day+0.81%final price
ITAthe next day-0.88%final price
ITAtwo days later-4.84%final price
ITAthree days later-3.54%final price
ITAthree days earlier-0.11%final price
ITAfive days earlier-3.96%final price
SHELthat day-0.70%final price
SHELthe next day-2.97%final price
SHELtwo days later-4.61%final price
SHELthree days later-5.49%final price
SHELthree days earlier+2.59%final price
SHELfive days earlier-0.17%final price
USOthat day+0.90%final price
USOthe next day-7.20%final price
USOtwo days later-5.48%final price
USOthree days later-4.86%final price
USOthree days earlier+7.30%final price
USOfive days earlier+4.37%final price
XLEthat day-0.83%final price
XLEthe next day-5.58%final price
XLEtwo days later-7.74%final price
XLEthree days later-8.36%final price
XLEthree days earlier+2.16%final price
XLEfive days earlier+1.44%final price
XOMthat day-1.26%final price
XOMthe next day-5.72%final price
XOMtwo days later-8.04%final price
XOMthree days later-7.56%final price
XOMthree days earlier+1.89%final price
XOMfive days earlier+0.06%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Vanguard Intl Equity Index F (VGK)

Companies tied to this story

  • VGK Vanguard Intl Equity Index F

    In “Trump Says Iran Wants A Deal ‘And It Could Happen’,” Vanguard Intl Equity Index F (VGK) is linked, with no stored direction, medium confidence. Reason on file: Vanguard FTSE Europe ETF holds stocks listed in Europe, which this story is about (“europe”)

  • EFA Ishares Tr

    Ishares Tr (EFA) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Trump Says Iran Wants A Deal ‘And It Could Happen’.” Reason on file: iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes Europe, which this story is about

  • FEZ Spdr Index Shs Fds

    In “Trump Says Iran Wants A Deal ‘And It Could Happen’,” Spdr Index Shs Fds (FEZ) is linked, with no stored direction, medium confidence. Reason on file: SPDR EURO STOXX 50 ETF holds stocks listed in Europe, which this story is about (“europe”)

How “Trump Says Iran Wants A Deal ‘And It Could Happen’” reaches Vanguard Intl Equity Index F (VGK)

The 3 Nov 2026 story “Trump Says Iran Wants A Deal ‘And It Could Happen’” names Vanguard Intl Equity Index F (VGK) because of this story.

Vanguard Intl Equity Index F (VGK) is on the page because Vanguard FTSE Europe ETF holds stocks listed in Europe, which this story is about (“europe”)

Also listed, Ishares Tr (EFA): iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes Europe, which this story is about

Dates and price levels for Vanguard Intl Equity Index F (VGK)

EFA traded between 102.00 and 104.68 across 6 sessions. The latest close on file is 103.46. FEZ traded between 65.08 and 67.19 across 5 sessions. The latest close on file is 65.58.

How strong the case is around Vanguard Intl Equity Index F (VGK)

27 out of 100

“Trump Says Iran Wants A Deal ‘And It Could Happen’” scores 27 out of 100. The score uses 1 sources, and 3 linked companies.