🛢️ MARKETS — Prices falling fastest on a deal that gets harder to sign by the hour. 📌 LOOK CLOSER: Asian session selling extends yesterday's two-week low — traders are now pricing Hormuz reopening before verification, enrichment, or a signed text exists. The longer markets run ahead of the MOU, the sharper the reversal if enrichment talks break. Iran's negotiating leverage grows with every dollar down.
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🛢️ NEW DELHI — Four hikes in a row, and Rubio just briefed Jaishankar on "progress." 📌 LOOK CLOSER: Four consecutive retail fuel hikes signal Modi's government can no longer absorb the Hormuz premium at the pump. India is Iran's largest oil customer — Rubio's briefing
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🛢️ MARKETS — The price is falling fastest on a deal that still has no signed text. 📌 LOOK CLOSER: Brent at a two-week low means traders are now pricing the Hormuz reopening before any MOU exists. The gap between market positioning and diplomatic reality is the risk: if enrichment or verification breaks
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🎖️ NETANYAHU — The man who blocked every ceasefire just admitted he can't stop this one. 📌 LOOK CLOSER: Netanyahu's private acknowledgment flips the operative assumption of the last 86 days: that Israel held veto power over Washington's Iran decisions. If Tel Aviv can't pressure
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🔴 NPT — Washington just named Iran's enrichment in a multilateral forum. 📌 LOOK CLOSER: NPT consensus failure removes any multilateral enforcement path — Iran faces no treaty pressure whatever the MOU says. Naming noncompliance publicly converts Rubio's ultimatum into an international legal record. If talks collapse, this citation pre-justifies