IRAN'S FOREIGN MINISTER: CLAIMS ABOUT MEETING BETWEEN SECURITY CHIEF REZAEI AND VANCE ARE 'BASELESS MEDIA SPECULATION'

Iran's foreign minister publicly dismissed media reports of a meeting between Iranian security chief Rezaei and U.S. Vice President JD Vance as baseless speculation, denying that any such contact had taken place. The headline does not confirm or describe the substance of the alleged talks, nor does it indicate whether the reports originated from official or anonymous sources. The primary market transmission channel is geopolitical risk premia: reports of direct U.S.-Iran security-level engagement can compress risk premia in oil and regional currencies, while a denial tends to restore the prior level of uncertainty and keep energy prices sensitive to Gulf supply and sanctions headlines. Crude oil benchmarks and Gulf-linked equities would be most sensitive to any follow-up confirmation or further denial, while safe-haven assets such as gold and Treasuries may see modest bid-side flows if tensions escalate. The next catalyst for traders to watch is any official statement from the U.S. side confirming or refuting the reported contact, as well as scheduled nuclear-talks or sanctions-related diplomatic milestones.

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