IRAN SIGNALS TALKS IN PAKISTAN — BUT CONFUSION REMAINS Iran has told mediators it plans to send a negotiating team to Islamabad on Tuesday for a second round of talks with the US. However, uncertainty persists. A Foreign Ministry spokesperson said there are no current plans for

Iran has indicated it will send a negotiating team to Islamabad for a second round of indirect talks with the US, following earlier discussions mediated in Pakistan. The potential resumption of diplomacy introduces uncertainty into regional risk pricing, particularly affecting sentiment around Middle Eastern assets and energy markets sensitive to supply disruption risks. While no direct market exposure exists for Iran due to limited financial integration, shifts in geopolitical risk appetite and oil volatility may influence broader EM and Gulf equity markets. The clarity of Iran’s foreign policy signaling remains a key variable, with any breakdown in communication likely to amplify risk premiums. Traders will watch for official confirmation from Pakistani or US sources and any related developments in sanctions or regional military activity as near-term catalysts.

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