US military rhetoric toward Cuba has intensified in recent weeks, with President Trump and Secretary of State Marco Rubio signaling potential action once forces return from operations in Iran. This follows months of sanctions, energy restrictions, and diplomatic outreach aimed at weakening the Cuban government amid its severe economic and power-grid crises. US Southern Command has conducted planning and reconnaissance, yet senior generals have stated no rehearsals for invasion or occupation are underway, with priorities instead focused on embassy security, Guantanamo defense, and migration contingencies. Trader consensus prices direct military strikes or clashes by year-end at low single digits, reflecting the diversion of assets to Iran, midterm election timing, and preference for coercive diplomacy over kinetic engagement. Any shift would likely require a major new trigger within the resolution window.
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