Lebanese President Joseph Aoun has repeatedly conditioned any direct engagement with Israeli Prime Minister Benjamin Netanyahu on a full Israeli withdrawal from southern Lebanon, an end to ongoing strikes and violations, and progress on army deployment along the border. Recent US-mediated talks produced a June 2026 framework agreement focused on security arrangements, Hezbollah disarmament, and phased pullback, yet the next round scheduled for Rome has slipped to October amid continued IDF operations. Aoun publicly ruled out meetings or calls while attacks persist and stated he would leave any shared venue, though he has signaled openness to a security pact as a step toward eventual stability. Envoys held positive discussions in Washington as Aoun seeks international backing in Paris for Lebanese forces ahead of the UNIFIL mandate expiration in December. These stalled bilateral dynamics and Aoun’s explicit preconditions shape trader assessments of whether a Netanyahu-Aoun conversation occurs by the market’s resolution date.