Larry Kudlow: There is a whiff of optimism in the air

• Financial markets are 'bullish on Trump' due to his aggressive stance and blockade against Iran's oil and money.
• The S&P 500 is nearing its all-time record close, oil prices are dipping below $100/barrel, and inflation indicators are soft.
• Trump's 'peace through strength' policies are expected to lead to Iran's defeat, ensuring they never acquire nuclear weapons and restoring American strength on the world stage.

Larry Kudlow expresses strong optimism regarding financial markets, attributing the positive trend to President Trump's assertive foreign policy against Iran. He highlights rising stock markets, falling oil prices, and calm inflation fears as indicators of market confidence in Trump's strategy to economically and militarily defeat the Iranian regime.