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Iran's parliamentary security committee has denied making any nuclear concessions to the US, while its foreign minister emphasized ongoing talks remain in early stages. Ebrahim Rezaei, a senior parliamentary official, warned Washington that Iran would not compromise on its nuclear program, framing the US with a binary choice between diplomatic engagement or military confrontation. Meanwhile, Foreign Minister Abbas Araqchi stated that communication channels with the US remain open but cautioned against premature conclusions about the negotiations' trajectory.
The conflicting messaging highlights internal divisions within Iran's leadership regarding its nuclear strategy. For markets, the uncertainty could exacerbate geopolitical risk premiums, particularly affecting oil prices and regional currencies. Traders should monitor how these tensions influence USD/IRR exchange rates and Gulf Cooperation Council (GCC) equity markets, where energy-linked sectors are sensitive to Middle East stability.
The situation underscores the fragility of US-Iran relations amid broader regional tensions. Investors should watch for potential escalations in military posturing or sanctions-related developments. Central bank interventions in Gulf markets and shifts in OPEC+ policy could also emerge as secondary factors influencing asset prices in the coming weeks.
