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A member of Iran’s National Security and Foreign Policy Commission, Esmail Kowsari, has announced that the country will soon take action against top leaders of the United States and Israel. This statement follows threats perceived by Iran as “state terrorism” from senior US and Israeli officials against Iran’s Supreme Leader and other leaders. The announcement comes amid ongoing military conflicts that began in February 2026, resulting in significant civilian casualties and a humanitarian crisis. The market for Masoud Pezeshkian’s potential departure as President of Iran appears to reflect this tension, with a slight increase in the perceived likelihood of a leadership change.
Key Takeaways
The announcement by Esmail Kowsari appears to increase tensions between Iran, the US, and Israel, suggesting potential instability in Iranian leadership.
Market pricing for Masoud Pezeshkian’s departure by December 31 has seen a slight uptick, now at 18.5% YES, consistent with increased instability perceptions.
