---
title: "Recurring Deal-Making Pattern: Markets, Denials, and Strategic Timing"
description: "A familiar strategy emerges: in April 2025, yields rose and Donald Trump signaled a China deal, denied by China before confirmation weeks later. Now, similar dynamics appear with Iran—denials, market pressure, and rising yields suggest ongoing hidden negotiations. This “denial phase” implies continued volatility, conflicting headlines, and delayed market stabilization as leverage is maintained until agreements finalize.\n\nSource: The Kobeissi Letter, CNBC, WSJ"
---

[Syz The Moment](https://blog.syzgroup.com/syz-the-moment)

# [Recurring Deal-Making Pattern: Markets, Denials, and Strategic Timing](https://blog.syzgroup.com/syz-the-moment/recurring-deal-making-pattern-markets-denials-and-strategic-timing)

 Written by [Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/syz-the-moment/author/charles-henry-monchau) | Mar 24, 2026, 3:48:59 PM

[View full post](https://blog.syzgroup.com/syz-the-moment/recurring-deal-making-pattern-markets-denials-and-strategic-timing)

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