Group 1 - Israeli Prime Minister Netanyahu indicated that Israel will take necessary actions regarding Iranian Supreme Leader Khamenei, without disclosing details [1] - Netanyahu claimed that actions against Khamenei would not escalate conflict but rather end it [1] Group 2 - The Trump administration is considering a meeting with Iran to discuss the nuclear agreement and a ceasefire between Iran and Israel [1] - A U.S. official confirmed that discussions about the meeting with Iran have taken place [1] - The provision of bunker-busting bombs to Israel is being considered as a key negotiating chip in talks with Iran [1]

Core Viewpoint - The Trump administration is considering a meeting with Iran this week to discuss the Iranian nuclear agreement and the ceasefire between Iran and Israel [1] Group 1 - The White House is reportedly in discussions about a potential meeting with Iranian officials [1] - A U.S. government official confirmed that the administration is contemplating this meeting [1] - The Trump administration discussed the meeting proposal with Iran on June 16 [1] Group 2 - The provision of bunker-busting bombs to Israel is being considered as a significant bargaining chip in negotiations with Iran [1] - Reports indicate that Israel currently lacks bunker-busting bombs, which are necessary to destroy Iran's Fordow underground uranium enrichment facility [1]

Market Overview - On June 11, spot gold briefly surged to $3,360 after the CPI announcement but quickly retraced its gains. It later rose again due to escalating tensions in the Middle East, closing up 0.98% at $3,355.13 per ounce [2][3] - Spot silver experienced a decline for the second consecutive day, closing down 0.77% at $36.25 per ounce [2][3] Key News Summary - Iran and the United States are set to hold indirect negotiations regarding the Iran nuclear deal on June 15 in Muscat, Oman. Iranian Defense Minister Aziz Nasirzadeh stated that if the talks fail, Iran would target U.S. military bases in the Middle East [3] - Nasirzadeh emphasized that all U.S. bases in the region are within Iran's range and warned of severe consequences if conflict is imposed on Iran. He expressed hope for a resolution through negotiations but indicated readiness for military action if necessary [3] Trading Insights - For international gold, support levels are noted at $3,353 and $3,340, while resistance levels are at $3,375 and $3,400 [3] - For spot silver, support is identified at $36.20 and $36.00, with resistance at $36.60 and $36.90 [3]

Group 1 - International oil prices experienced fluctuations due to Middle East and Russia-Ukraine conflict dynamics, with slight increases in closing prices on May 19 [1] - As of the close on May 19, light crude oil futures for June delivery rose by $0.20 to $62.69 per barrel, a 0.32% increase, while Brent crude for July delivery increased by $0.13 to $65.54 per barrel, a 0.20% rise [1] - Iranian officials indicated that if the U.S. continues to demand Iran halt uranium enrichment, negotiations regarding the nuclear agreement will yield "no results," dampening market expectations for a potential agreement [1] Group 2 - U.S. Treasury Secretary emphasized that tariffs will be imposed on goods from trade partners that do not engage in serious negotiations with the U.S. [2] - Oil prices are expected to remain volatile in the foreseeable future due to investor focus on tariff policies, U.S.-Iran negotiations, and efforts to end the Ukraine conflict [2] - If the Russia-Ukraine conflict concludes, Russian oil exports could increase significantly, potentially leading to a substantial decrease in oil prices [2]