Negotiations are starting again.

It’s not a rumor.
It’s a new plan.
It has already been submitted.
Through an intermediary.
This time, it’s Iran that took the initiative—
conveying messages to the United States through Pakistan.
The focus is not on the nuclear issue.
It’s to cool things down first.
There are two core points:
ease the conflict,
and reopen the Strait of Hormuz.
This is very critical.
Right now, this strait almost controls the lifeline of global energy.
At one point, it was close to a shutdown—ships didn’t even dare to pass. 
So the essence of this proposal is not just a diplomatic gesture.
It’s meant to save the “oil” line first.
But here’s the problem.
This isn’t the first time they’ve talked.
They talked before too.
In the end, there was no result.
And this time, there’s another detail—
the nuclear negotiations have been pushed back. 
The meaning is very clear:
solve the most urgent issues first, and address the difficult ones later.
The market logic now is also very simple:
As long as the words “cooling down” are still there,
risk assets will dare to rise.
But what if the talks fail?
Then this wave of sentiment now
is essentially overspending in advance.
The key isn’t the news.
It’s whether it can actually be carried out.
Will it be different this time?