US TEAM HEADS TO IRAN TALKS—TRUMP DEMANDS NUCLEAR END A U.S. delegation led by JD Vance is en route to Pakistan for urgent Iran talks as the ceasefire deadline nears.

A U.S. delegation led by JD Vance is traveling to Pakistan for emergency talks with Iranian counterparts amid a tightening ceasefire deadline, signaling heightened diplomatic urgency. The market reaction centers on geopolitical risk repricing, particularly in energy and defense sectors, as progress or breakdown in negotiations could alter regional conflict dynamics. Increased exposure is evident in Middle East-focused equities, oil futures, and U.S. defense contractors, with volatility linked to perceived shifts in escalation risk. Trump’s public statement affirming the talks are on track and his openness to a deal reinforces demand for safe-haven assets amid uncertainty over final outcomes. Traders will watch for the official readout from the Pakistan-hosted talks, expected within 48 hours, as the next concrete catalyst for risk sentiment.

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