PersonUS
Donald Trump
51 mentions across Convex research, last mentioned
Recent Analysis Mentioning Donald Trump
Trump Pauses Hormuz Operation: What the Retreat Reveals
May 6, 2026
A military stand-down mid-operation is not de-escalation, it's a negotiating move with a price tag measured in barrels.
GeopoliticsTrump's Iran Blockade Threat Sends WTI Past $107: What Comes Next
Apr 30, 2026
A prolonged U.S. naval blockade of Iran would remove roughly 1.5–2 mb/d from a market already running tight on OPEC+ discipline.
EnergyTrump's Truth Social Posts Are Now a Leading Economic Indicator
Apr 4, 2026
When presidential rhetoric can close the world's most critical oil chokepoint, markets need a new analytical framework.
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