GCC and Iran are meeting in Oman to ratify the Oman-Iran agreement on SoH shipping permissions. US is not involved/invited.

I predict an end of the war will occur shortly after US midterm elections with US declaring victory but leaving peacefully. Support for this theory:

• Amid total US bond market collapse this week, was an absurdly successful 30 year bond auction. Record low dealer take rate and extreme foreign purchases. I deduct that GCC members were the buyers to pay for Washington acquiescence to a peace resolution that doesn't involve them.

• oil futures markets are generally predicting a drop in oil prices (resolution to conflict), of $4/month discounts in each month after Sept 20. But option markets are drastically different in their put to call volumes for Nov 20th (after election) vs Oct 20th. 3x higher put to call ratios for that Nov 20th settlement vs Oct 20th.

• Trump has matter-of-factly said that war will end after mid terms.

• It will not be televised (press conferences), and US media is being given marching orders to not platform demonic warmongers to be apoplectic over traitorous GCC members going behind US's back to make peace. This is acquiescence to ending the war, and related fatigue, as the best alternative for US.

• KSA is not defending either itself or Yemen puppet from Ansar Allah (western label: Houthis), with huge damage this week, and no US raids/help in bombing huts. Unsustainable embarrassment requires desperate diplomacy.

To understand why surrendering after the mid terms is the best political play by Trump, did stump me for a while. Surrender/declaring victory and leaving anytime between today and the last 5 months, would reduce inflation from oil/refined products immediately. And any "DNC traitor" that would question the glorious victory, is just a forever war loser that wants to steal all your tax dollars. But if it were done before a GCC ratification of shipping rules, then China would sweep in to help with the exact same agreement that will be ratified.

China gaining influence in gulf states after the election is far better for GOP than it happening prior to election.

Monday's diplomatic meeting is designed to avoid headlines, but it is the recipe to end the war with the right timing.

With bond markets collapsing at 15 basis points per week, the only factor is whether the US can survive another 2 months of chaotic BS meant to distract from Iran war failure.

https://amwaj.media/en/article/inside-story-gcc-iran-iraq-to-gather-in-oman-as-trump-sours-on-diplomacy