CNN and Axios also run US offiicial comments (echoing Al Jazeera) that US President Trump is willing to grant Iran sanctions relief and release frozen funds in exchange for real progress on the nuclear issue.

Newsquawk StaffPublished On the live feed at , 20 minutes before this page
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CNN and Axios also run US offiicial comments (echoing Al Jazeera) that US President Trump is willing to grant Iran sanctions relief and release frozen funds in exchange for real progress on the nuclear issue.

White House Economic Adviser Hassett estimates productivity growth right now at 2.5%; base case on GDP growth, should be around 4%

[MARKET UPDATE]: Oil sees downside, with slight Dollar pressure, while Treasuries, stocks, and spot gold see upside amid reports that Trump is ready to ease sanctions on Iran and release its frozen assets in exchange for progress on the nuclear file

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Context

Reports of US willingness to trade sanctions relief and frozen funds for nuclear progress fit a recurring pattern in which trial-balloon headlines on Iran precede formal negotiation, and the sequencing across past rounds has been consistent: initial denial or qualification, then confirmation through backchannels, then structured talks with staged concessions. The transmission channels are established. Crude prices the prospective return of Iranian barrels and reduced supply disruption risk in the Gulf, with freight and insurance premia easing alongside; gold gives back haven demand on de-escalation headlines; equities treat it as a tail-risk reduction. Two caveats carry the historical weight. Headlines of this kind have repeatedly been walked back or denied within hours, and unfreezing funds has tended to be structured and tranche-released rather than a lump transfer, so the first print is usually the most overdone. Secondhand relay of official comments through multiple outlets, rather than an on-record statement, is the weakest form of sourcing in this genre. The tells that distinguish a real opening from noise are corroboration from Iranian officials, movement on the structure of talks, and whether energy desks see physical flow implications rather than only headline-driven paper selling.

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