Senior US official says the White House is not currently concerned that the situation in Lebanon would cause the ceasefire with Iran to collapse; Trump and Netanyahu agreed during call pre-ceasefire that fighting could continue in Lebanon

The reassurance from a senior US official about the stability of the ceasefire with Iran, despite ongoing tensions in Lebanon, suggests a cautious approach to the geopolitical landscape. This could be interpreted as a stabilizing factor for risk assets, particularly if it reduces fears of broader conflict in the region, which might support currencies like the USD and equities. However, traders should remain aware of the underlying volatility in energy prices, especially oil, given the context of Lebanon and Iran's involvement.