Two Pakistani officials in Islamabad with direct knowledge of the talks between the U.S. and Iran told MS NOW they expect a revised Iranian proposal to end the war by the end of the week.

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America may allow Israel to target Iran's energy facilities if negotiations fail, via Channel 12 cited by Al Arabiya

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Two Pakistani officials in Islamabad with direct knowledge of the talks between the U.S. and Iran told MS NOW they expect a revised Iranian proposal to end the war by the end of the week.

Israel prepares to announce the failure of negotiations with Iran, via Channel 12 cited by Al Arabiya; Israeli officials consider the collapse of negotiations between Washington and Tehran likely as early as next week, Iran International says

US Treasury Secretary Bessent he spoke with China about US President Trump's China trip today; met with He Lifeng, meeting was candid and comprehensive

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Context

The expectation of a revised Iranian proposal to end the war could signal a potential de-escalation in tensions, which may positively impact equity markets and commodities like oil. If this development leads to actual progress, we could see a notable reaction in energy prices and a broader risk-on sentiment across markets. Keep an eye on oil contracts and equities that may benefit from stability in the region.

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