UBS On-Air: Market Moves Washington Weekly Podcast: U.S.-Iran War, DHS funding, SAVE America Act
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Mar 24, 2026 Shane Lieberman, Senior Governmental Affairs Advisor who analyzes U.S. political developments and market impacts. He discusses the administration’s push to reopen the Strait of Hormuz and related military posture. He covers DHS funding negotiations, confirmation dynamics, and proposals to fund parts of DHS separately. He also reviews the prospects and complications around the SAVE America Act.
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Strait Of Hormuz Is Central US Objective
- The Trump administration's near-term goal is keeping the Strait of Hormuz open to protect oil and gas traffic.
- Administration actions include moving military assets, deadlines/public threats, and seeking pressure points like control of Carter Island where Iran stores oil headed to China.
Administration Messaging Has Been Deliberately Fluid
- US messaging has been fluid, alternating threats, reported talks, and denials to shape pressure on Iran.
- President Trump's public deadline, claims of talks with unnamed intermediaries, and Iranian denials show a shifting negotiation posture.
Ground Troops Are Possible But Unlikely Preference
- Military escalation remains possible though unclear if the administration wants boots on the ground.
- Deployments consider strategic assets like Carter Island and the fact that 90% of that oil flows to China, shaping pressure choices.