IRAN SAYS NUCLEAR ACTIVITIES TO CONTINUE WITHIN NPT FRAMEWORK

Iran has stated that its nuclear activities will continue within the framework of the Nuclear Non-Proliferation Treaty, a position that signals Tehran's intention to maintain its program while remaining formally inside the international treaty regime. The headline itself offers no detail on enrichment levels, inspection access, or any change in policy, so the immediate read is one of continuity rather than escalation. The main transmission channel for Iranian assets runs through geopolitical risk premia and sanctions expectations: statements that reaffirm treaty compliance tend to reduce the probability of abrupt military or sanctions shocks, which can compress risk premia on Iranian-linked exposures and on regional energy-sensitive assets. Iran-related instruments, Gulf sovereign debt, and oil-linked contracts are the most sensitive to shifts in this risk assessment, while the reaction in broader equity markets is typically muted unless the rhetoric is paired with a change in enrichment or inspection cooperation. The next catalyst to watch is the quarterly International Atomic Energy Agency report on Iran's compliance and verification access, which would show whether the stated co

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