Verification Holds
+0.4%
The IAEA’s finding becomes the dominant interpretation: Iran has not visibly rebuilt the facilities hit in 2025 and 2026. Tehran, the IAEA, the EU3 and the United States use the report to keep tensions contained while arguing over access and monitoring terms.
What it moves
- Energy−0.5%
- Consumer Services+0.3%
- Market volatility
- Riskier companies' borrowing costs
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