What to Expect From the Next Round of US-Iran Talks

President Trump said he is not likely to extend the two-week ceasefire with Iran, raising the urgency for negotiators to reach a deal to end the war. The comments increase geopolitical and military risk around the conflict, with potential spillover into energy, defense, and broader risk assets. Markets are likely to price in a higher probability of renewed escalation.

Analysis

President Trump said he is not likely to extend the two-week ceasefire with Iran, raising the urgency for negotiators to reach a deal to end the war. The comments increase geopolitical and military risk around the conflict, with potential spillover into energy, defense, and broader risk assets. Markets are likely to price in a higher probability of renewed escalation.