TRUMP ON IRAN CEASEFIRE — UNCERTAIN Trump says he hasn’t even thought about whether the Iran ceasefire will continue.

Trump's comments on the Iran ceasefire and nuclear talks signal continued policy ambiguity, contributing to elevated geopolitical risk premiums in Middle East-related assets. The lack of clarity on diplomatic progress or military posture affects risk appetite and oil supply disruption expectations, particularly impacting energy markets and regional equity exposures. Defense contractors and gold see marginal bid-side support as safe-haven demand adjusts to the heightened uncertainty. The market remains sensitive to any indication of renewed direct negotiations or escalatory rhetoric, especially around upcoming IAEA reports on Iranian enrichment activity. Traders will watch for official U.S. State Department briefings or Iranian responses as near-term catalysts for risk reassessment.

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