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TBNG_OKX
#USIranNuclearTalks Oil dropping despite no US-Iran deal caught my attention 👀
It suggests markets are already pricing some chance of diplomacy before anything is signed. But disputed sanctions, enrichment and frozen-asset terms show how fragile that optimism is.
The bigger risk may be expectations getting ahead of negotiations. Real progress could remove more of oil's supply premium.
A breakdown could put it back just as quickly.
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1#FedECBMeetingMinutes
2#BTCETHETFFlowsDiverge
3#BessentTreasuryYields
