Trump says US is in talks with Iran

The signal value here lies less in the confirmation of talks than in the absence of any detail: scope, timing and participants are all unspecified, so markets have nothing concrete to price beyond the fact of contact itself. For energy-linked and risk-sensitive positioning, that distinction matters, because a bare acknowledgment of dialogue can shift sentiment without resolving any of the underlying uncertainty. Whether the contact is confirmed, narrowed or contradicted by either side is the open question worth watching.