Pakistani sources outline that "good news" regarding a second round of talks could arise as soon as Friday, US President Trump when questioned said "It's possible", NY Post reports citing sources
- Islamabad continues to work on diplomatic channels with Iran, the 36-72hr timeline is based on this work.
- Source adds that the ceasefire is holding, despite heightened rhetoric.
Context
The mention of potential "good news" from Pakistan regarding talks signifies a possible easing of geopolitical tensions, which could support risk sentiment in markets. President Trump's affirmation adds credibility, hinting at a diplomatic resolution that may benefit equities and commodities, particularly if the ceasefire remains intact. Watch for reactions in USD and commodity prices, as positive developments could bolster risk appetite.
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