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US and Iran officials talked for three hours in New York. Trump said "very good, constructive," and scheduled the next meeting. The hot topic is sending positive signals, and oil prices have also eased somewhat. But don't just listen to slogans — on the same day, he also made tough remarks at the UN General Assembly. Easing is expected, not a finalized agreement. If the Strait of Hormuz really eases, risk appetite will heat up first; if talks break down, there will still be a short-term crash.