U.S. officials confirmed to Axios that Jared Kushner and Jason Witkoff are expected to travel to Pakistan for talks with Iranian Foreign Minister Abbas Araghchi on ending the war, signaling high-level indirect diplomacy between the U.S. and Iran. The engagement reflects a shift in regional risk dynamics, with potential de-escalation in the Persian Gulf influencing energy markets and military conflict risk premiums. Iranian asset valuations, particularly in energy and infrastructure-linked sectors, may see improved sentiment on reduced war risk, while defense contractors tied to Middle East operations could face downward pressure. The indirect diplomatic channel via Pakistan underscores the role of regional intermediaries in managing geopolitical tensions. Traders will watch for official statements from Tehran or Islamabad, as well as any changes in U.S. sanctions posture, as the next concrete indicator of progress.
2 U.S. OFFICIALS CONFIRMED TO ME THAT WITKOFF AND KUSHNER ARE EXPECTED TO TRAVEL TO PAKISTAN IN THE COMING DAYS FOR A MEETING WITH IRANIAN FOREIGN MINISTER ABBAS ARAGHCHI TO DISCUSS THE DEAL FOR ENDING THE WAR - AXIOS…
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