President Trump confirms ongoing negotiations with Iran, stating "we're in negotiations right now" and that Iran "would like to make a deal."
He asserts Iran's military capabilities are severely degraded: navy, air force, communications, anti-aircraft, and most missiles are gone.
Trump mentions a specific military decision: held off bombing "a very big electric generation plant, one of the biggest in the world" due to negotiations.
Emphasizes core condition: Iran cannot have nuclear weapons, calling it the top priority.
Discusses domestic issues: border security with new DHS Secretary Markwayne Mullin, election integrity, mail-in ballots, and opposition to men in women's sports.
Criticizes Democrats, accusing them of weaponizing government and being "thugs."
No direct references to financial markets, companies, sectors, or economic data.
Speech is purely political and geopolitical, with no explicit market commentary or investment theses.