Trump says Iran wants deal, US considers talks with Tehran

President Trump stated that Iran wants to make a deal and that the United States is open to the concept of doing so. He said he will determine whether to engage in deal talks. Source: @TheKobeissiLetter https://t.co/7hYjFUUxkr

Key details

- Iran signaled interest in a deal with the United States.
- The United States is open to the concept of talks.
- Engagement is not confirmed: the President will decide whether to proceed.
- No timeline, terms, or channels were disclosed.

Market implications

- Geopolitical risk: potential de-escalation increases, lowering risk premia.
- Energy: lower perceived disruption risk supports a softer oil risk premium.
- Macro risk assets: improved risk appetite likely supports equities and credit.
- Crypto: modestly positive due to risk-on sentiment, but confirmation risk remains until talks are formalized.