Pakistan claims that the US-Iran deal could be finalized within the next 24 hours.
The news is legit, but don’t rush to interpret it as 'the US and Iran are about to sign, and the war is officially over.' 😆
This statement comes from the Prime Minister of Pakistan, to be precise, it’s expected that the final text of the agreement will be confirmed within 24 hours.
However, Iran has already stated: no signing on Sunday.
So right now, it’s more like —
Negotiations have indeed made substantial progress, and we’re getting closer to a deal, but 'completion within 24 hours' is still just Pakistan's optimistic expectation as a mediator, not an official announcement from both the US and Iran.
The market has actually already traded this news in advance.
On Friday:
US stocks rallied,
NQ was up about 0.7%,
Hang Seng rose nearly 2%,
Oil dropped over 3%,
Gold and the dollar didn’t react much.
This also indicates that the market's most trusted logic right now is:
Deal materializes → Strait of Hormuz resumes navigation → Oil supply risks decrease → Oil prices continue to shed war premiums → Inflation pressure eases → Positive for NQ and US stocks.
But what we really need to watch on Monday isn’t how high NQ opens, but whether oil prices will keep dropping and if they can maintain low levels.
If oil prices continue to fall and NQ holds above Friday's highs, it means the market is truly starting to believe in the deal.
If NQ opens high but oil prices can’t budge, or rebound quickly, then it’s likely just another headline-driven market.
So this news can be seen as optimistic for now, but we can’t treat it as if the deal has already been finalized.
After all, the biggest risk with the recent US-Iran news hasn’t been a lack of information.
It’s been too much information. 🤣
#巴基斯坦称美伊协议或将24小时完成
The news is legit, but don’t rush to interpret it as 'the US and Iran are about to sign, and the war is officially over.' 😆
This statement comes from the Prime Minister of Pakistan, to be precise, it’s expected that the final text of the agreement will be confirmed within 24 hours.
However, Iran has already stated: no signing on Sunday.
So right now, it’s more like —
Negotiations have indeed made substantial progress, and we’re getting closer to a deal, but 'completion within 24 hours' is still just Pakistan's optimistic expectation as a mediator, not an official announcement from both the US and Iran.
The market has actually already traded this news in advance.
On Friday:
US stocks rallied,
NQ was up about 0.7%,
Hang Seng rose nearly 2%,
Oil dropped over 3%,
Gold and the dollar didn’t react much.
This also indicates that the market's most trusted logic right now is:
Deal materializes → Strait of Hormuz resumes navigation → Oil supply risks decrease → Oil prices continue to shed war premiums → Inflation pressure eases → Positive for NQ and US stocks.
But what we really need to watch on Monday isn’t how high NQ opens, but whether oil prices will keep dropping and if they can maintain low levels.
If oil prices continue to fall and NQ holds above Friday's highs, it means the market is truly starting to believe in the deal.
If NQ opens high but oil prices can’t budge, or rebound quickly, then it’s likely just another headline-driven market.
So this news can be seen as optimistic for now, but we can’t treat it as if the deal has already been finalized.
After all, the biggest risk with the recent US-Iran news hasn’t been a lack of information.
It’s been too much information. 🤣
#巴基斯坦称美伊协议或将24小时完成