Asia Equities Ease on Tech Pullback, Oil Steady as Iran Talks Continue
📉 MARKETS — Asia tech drag masks what oil isn't doing yet. 📌 LOOK CLOSER: Brent holding flat while Hormuz talks remain unresolved signals markets are pricing the 60-day framework as likely — not just possible. That's a fragile consensus: two Kumzar blasts, Netanyahu's veto, and Israel's Lebanon strikes haven't moved the needle. When the deal disappoints or collapses, the repricing will be sharp precisely because complacency is now priced in.
