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Iranian sources have rejected U.S. President Donald Trump's recent claims about a potential agreement with Iran, calling his statements a 'mixture of truth and falsehood' and an attempt to fabricate a victory. The sources emphasized that the agreement text, based on 'commitment in exchange for commitment,' is still in the final approval stages in Iran. Trump's statements contradict the agreement's provisions, particularly regarding the Strait of Hormuz and nuclear material dismantling, which Iran denies are part of the deal. Key elements omitted by Trump include an immediate $12 billion payment from Iran's frozen assets and a ceasefire in Lebanon. Iranian officials stress that any final agreement will adhere to Iran's red lines and distrust toward the U.S.

The geopolitical tensions between the U.S. and Iran could impact global markets, particularly oil prices and the U.S. dollar. Trump's contradictory statements may fuel uncertainty, affecting risk appetite and safe-haven assets like gold. The $12 billion payment and sanctions relief are critical for Iran's economy, which could influence regional trade dynamics and energy markets. Traders should monitor developments in U.S.-Iran negotiations and their implications for oil supply chains and currency valuations.

For MENA investors, the situation highlights risks in energy and geopolitical sectors. The Strait of Hormuz's strategic importance means any disruptions could affect global oil flows, impacting Gulf economies reliant on energy exports. Investors should watch for updates on the $12 billion payment, ceasefire progress, and potential U.S. sanctions adjustments. The outcome may also influence regional stability, affecting trade and investment flows in the Middle East.