Trump might meet Iran's President Pezeshkian at the UN General Assembly. Says he's "at the stage of making a decision" on whether to sit down.

Qatar also pushing to restart US-Iran talks through the UN gathering.

If this happens, watch geopolitical risk premium compress across energy and defense plays. $BTC and risk-on assets could catch a bid if tensions cool. Macro traders already positioning for volatility around UNGA week.