$CL
$BZ
White House-Iran talks on an interim peace deal are advancing; crude oil and gold retreat. Stay steady and buckle up!
Talks are moving, but a deal is still a long way off. Vance has sent a letter to Rezaei, secretary of Iran’s Supreme National Security Council—the highest-level contact in months. Iran has proposed a “seven-day ceasefire plan,” with demands including the release of about $12 billion in frozen assets, the lifting of oil sanctions, and the reopening of the Strait of Hormuz. But Trump has publicly rejected the proposal, and the two sides remain stuck over the order of steps: Iran wants the US to honor its commitments first, while Washington insists the nuclear issue must be resolved first.
Markets are pricing in “hopes for peace,” but the moves are uneven. Brent fell 1.4% to $113.73 a barrel, and WTI dropped 1.6% to $101.19, giving back the previous day’s gains after an attack on a Saudi refinery. Spot gold also came under pressure near $4,055. But US stock futures edged higher, with S&P 500 and Nasdaq futures rising as oil prices retreated and yields fell.
The so-called “crash” is, for now, mostly a pullback in the geopolitical premium built into crude oil and gold—not a broad collapse in risk assets. The Houthis are still attacking Saudi energy facilities, and US crude inventories unexpectedly fell by 1.9 million barrels; the real supply shortfall has not gone away. Until a deal is signed, “peace trades” and “war-tail risks” will continue to pull markets in opposite directions. Buckling up is the right call—but what you should hold steady is your position, not your directional bias.
The above is a summary of publicly available news and market data and does not constitute investment advice. #美伊15点和平方案浮出水面
$BZ
White House-Iran talks on an interim peace deal are advancing; crude oil and gold retreat. Stay steady and buckle up!
Talks are moving, but a deal is still a long way off. Vance has sent a letter to Rezaei, secretary of Iran’s Supreme National Security Council—the highest-level contact in months. Iran has proposed a “seven-day ceasefire plan,” with demands including the release of about $12 billion in frozen assets, the lifting of oil sanctions, and the reopening of the Strait of Hormuz. But Trump has publicly rejected the proposal, and the two sides remain stuck over the order of steps: Iran wants the US to honor its commitments first, while Washington insists the nuclear issue must be resolved first.
Markets are pricing in “hopes for peace,” but the moves are uneven. Brent fell 1.4% to $113.73 a barrel, and WTI dropped 1.6% to $101.19, giving back the previous day’s gains after an attack on a Saudi refinery. Spot gold also came under pressure near $4,055. But US stock futures edged higher, with S&P 500 and Nasdaq futures rising as oil prices retreated and yields fell.
The so-called “crash” is, for now, mostly a pullback in the geopolitical premium built into crude oil and gold—not a broad collapse in risk assets. The Houthis are still attacking Saudi energy facilities, and US crude inventories unexpectedly fell by 1.9 million barrels; the real supply shortfall has not gone away. Until a deal is signed, “peace trades” and “war-tail risks” will continue to pull markets in opposite directions. Buckling up is the right call—but what you should hold steady is your position, not your directional bias.
The above is a summary of publicly available news and market data and does not constitute investment advice. #美伊15点和平方案浮出水面
