On May 18 Eastern Time, Trump temporarily halted the planned 'major' military strike on Iran, citing that Gulf allies requested room for negotiation, and 'serious negotiations' were ongoing. Iran submitted a revised ceasefire proposal via Pakistan, but senior White House officials deemed the proposal 'insufficient,' as it lacked key commitments such as halting uranium enrichment and addressing high-enriched uranium stockpiles. The market cooled in the short term, $Brent Last Day Financial Futures Current Contract (JUL6) (BZcurrent.US)$ with slight declines, but the Strait of Hormuz remains impassable. Is this a brief diplomatic buffer or a real turning point? Where are energy, defense, and safe-haven assets headed? Which main investment theme would you focus on?