No one seems to know exactly when the Iran-US ceasefire is scheduled to end

Geopolitical uncertainty has intensified due to conflicting reports over the duration of the Iran-US ceasefire, creating ambiguity in risk-sensitive markets. The lack of clarity is affecting oil prices and regional risk premiums, as traders assess the potential for renewed supply disruptions in a key energy-producing region. This uncertainty is supporting demand for safe-haven assets such as the US dollar and gold, while increasing volatility in Middle East-related equities and energy-linked currencies. The market is particularly focused on any official statements from US or Iranian authorities, as well as upcoming energy supply data from the EIA, which could signal whether infrastructure risks are escalating. Any indication of military posturing or sanctions reinstatement will likely trigger sharp moves in crude oil futures and emerging market debt with regional exposure.

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