Netanyahu Says Ceasefire Doesn’t Include Lebanon

Israeli Prime Minister Benjamin Netanyahu said Israel supports the Iran deal but clarified any ceasefire does not include Lebanon. The remark is factual and keeps regional military risk elevated, which could sustain oil and defense-sector risk premia, but is unlikely to move broader markets absent further escalation.

Analysis

Israeli Prime Minister Benjamin Netanyahu said Israel supports the Iran deal but clarified any ceasefire does not include Lebanon. The remark is factual and keeps regional military risk elevated, which could sustain oil and defense-sector risk premia, but is unlikely to move broader markets absent further escalation.