Terry Haines on Trump’s Strategic De-escalation
Phil asks Terry Haines is markets are right to be optimistic about Trump's off-ramp from Iran
NAB Morning Call · NAB - The Morning Call
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Show Notes
Thursday 2nd April 2026
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Phil is joined by Terry Haines, founder of Pangaea Policy, to analyse the shifting geopolitical landscape as President Trump signals a potential wind-down of military action against Iran. Note, this was recorded ahead of Donald Trump’s address today. Haines provides a dual-lens perspective on the administration's strategy, balancing domestic political pressure to end the conflict with the urgent need to reassure Gulf allies that the job will be finished, whilst securing the Strait of Hormuz. But beyond Iran, how are Trump’s policies reflecting on global partnerships and international business. Haines discusses the "Manhattan Project 2.0" branding of AI as a national security priority and examines how a potential Democratic shift in the midterms might impact market sentiment and U.S. regulatory stability.
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