Iranian Parliament Speaker Mohammad Bagher Qalibaf stated, as relayed by state media, that Tehran has delivered a strong and rational response to Washington and that the next step rests with the United States. The headline reflects a diplomatic signal rather than a concrete policy action, leaving the substance and timing of any reply undefined. For markets, the primary transmission channel is geopolitical risk premia: ambiguous rhetoric that frames the situation as awaiting a US decision tends to keep uncertainty elevated, which can weigh on Iranian sovereign assets and the rial, while feeding into oil prices through supply-risk expectations given Iran's role in Gulf crude flows. Energy benchmarks and regional equities with exposure to Gulf shipping routes are the most sensitive, as are safe-haven flows into gold and US Treasuries if escalation fears intensify. Traders should watch for an official US response or any formal sanctions and negotiation announcement, as well as movements in Brent crude and the Iranian rial's exchange rate in the open market.
Iranian Parliament Speaker Qalibaf: Tehran Has Given Washington A Strong, Rational Response; Next Move Is Up To The US – State Media
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