According to NIAC, Iran has hardened its negotiating position as Russia and Pakistan intensify diplomacy to prevent another round of US-Israeli attacks. Pakistan's army chief Asim Munir was told that Iran would not transfer any enriched nuclear material abroad or resume negotiations until Washington takes steps to rebuild trust. Mohsen Rezaei said this narrows the available options, though he did not rule out downblending the material under IAEA supervision inside Iran. Russian Foreign Minister Sergei Lavrov said Moscow would not abandon cooperation with Tehran, but its strategic partnership with Iran includes no mutual defence obligation. President Trump publicly endorsed Prime Minister Netanyahu ahead of Israel's October 27 election and warned that Iran could face further attacks.
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Related tickers and likely impact
XAU/USD
▲ Likely positiveRelevance: medium
| Market | Gold |
|---|---|
| Close on 10/21/2026 | 4,141.17 |
| Change that session | +0.39% |
SPY
▼ Likely negativeSPDR S&P 500 ETF
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/21/2026 | 773.13 |
| Change that session | +0.53% |
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