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Negotiators from Pakistan, Egypt, and Qatar are working out Strait of Hormuz shipping terms under a proposed U.S.–Iran arrangement, with the White House expected to hold any decision until after Trump meets Netanyahu on Tuesday. The de-escalation prospect is compressing the geopolitical risk premium: crude is down $3.16 at $79.40 while equities reversed sharply, with the Dow up 1.15% at 52,816 and the NASDAQ recovering a 351-point intraday loss to reclaim its 100-day moving average. The Tuesday Trump–Netanyahu meeting is the key catalyst; a rejection or Israeli pushback would re-inject the oil supply-risk premium and pressure risk appetite, including BTC's equity beta.
As a Macro signal, watch whether it changes price action, volatility, or flows around CL=F, IXIC, DJI.
Original Source: InvestingLive News
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