By day three of the campaign, at least four American troops had been killed, and Trump said Monday the operation could last “four to five weeks”—though he acknowledged it could run longer and declined to rule out the deployment of ground forces. The prospect of a protracted conflict heightens the financial stakes considerably, as Smetters’ models assume costs escalate sharply beyond the two-month mark. Fortune previously reported that the U.S. may rapidly run out of munitions, as previous war games indicate as little as a week’s worth of supplies, although the exact number is classified.
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In an interview with BloombergTV, Sahdev said there’s “Hormuz myopia happening in the market.” He noted the U.S.’s main objective of killing Iran’s Supreme Leader Ayatollah Ali Khamenei was complete, meaning there would be fewer reasons for the U.S. and Israel to sustain continued attacks. Sahdev added that Iran has also yet to close the Strait of Hormuz.
2026年1月底，国务院办公厅印发《加快培育服务消费新增长点工作方案》，首条政策便大篇幅部署“促进游艇消费高质量发展”。随后，在国新办发布会上，交通运输部明确表示正制定《扩大游艇消费的若干措施》。
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