#night $NIGHT
US-Iran negotiations are accelerating: the market is pricing in de-escalation
Donald Trump stated that Iran is interested in a deal, and an agreement could be reached within 5 days or sooner.
At the same time, it has been confirmed that negotiations are already taking place, despite conflicting signals from Iran.
📊 What is known
— negotiations took place last night
— a scenario for ending the conflict is being discussed
— the key goal is de-escalation
📉 The role of intermediaries
According to Axios:
— Turkey
— Egypt
— Pakistan
are acting as communication channels between the parties, and have conducted a series of contacts in recent days.
📊 Key participants
— White House representative Steve Whitcoff
— Iranian Foreign Minister
What this means
— the likelihood of a diplomatic scenario is increasing
— the risk of further escalation is decreasing
— the market is beginning to price in a turnaround
Potential market reactions
— a decrease in the geopolitical premium in oil
— easing inflationary pressures
— support for risk assets (stocks, crypto)
If an agreement is reached, it could become a strong trigger: