The Iranian regime's demonstrated resilience since the February 2026 assassination of Supreme Leader Ali Khamenei and the subsequent U.S.-Israeli conflict has reinforced trader expectations that it will remain in power through June 30. Security forces have maintained control following earlier protests, while recent diplomatic efforts to shape ceasefire terms and address economic strains from sanctions and blockades have prevented fresh internal fractures. Institutional continuity under the Islamic Revolutionary Guard Corps, combined with external support for military reconstitution, has limited momentum for rapid change. Although prolonged economic pressures or leadership disputes could theoretically create openings for unrest, the absence of widespread defections or coordinated opposition in the past month underpins the strong consensus against collapse in this narrow timeframe.
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