The US and Hamas held their first direct talks since the Gaza ceasefire as part of efforts to advance the fragile US-brokered agreement, two Hamas sources said via CNN

The direct talks between the US and Hamas are a significant development in the context of the recent Gaza ceasefire. This signals potential progress in diplomatic efforts, which could influence market sentiment, particularly in commodities like oil and gold, as well as risk assets. Depending on how these talks progress, we might see shifts in investor sentiment toward geopolitical risks and broader market stability.