Geopolitics Iran's IRGC: No oil or gas leaves the region while US stays Iran's IRGC says no oil or gas will leave the region while US forces remain, as tanker attacks and US strikes escalate around the Strait of Hormuz.
Geopolitics Iran Labels Musk's Middle East Assets Military Targets Iran has declared Elon Musk's Middle East companies, including SpaceX's Starlink, as military targets, adding geopolitical risk hours before the SpaceX IPO debut.
Politics Trump to Deliver Thursday Prime-Time Speech on 2020 Election Intel Trump will deliver a 9 p.m. Eastern speech Thursday on newly declassified intel the White House says shows foreign plans to interfere in the 2020 election. Here are the tickers traders should watch.
Geopolitics Trump Notifies Congress of Resumed War With Iran, Oil Surges Trump formally notified Congress that US military action against Iran resumed on July 7, restarting the War Powers clock. A reinstated Strait of Hormuz blockade sent Brent up nearly 10% in a single session.
Politics Trump Administration Launches Campaign to ‘Dismantle’ the ICC The Trump administration is launching a whole-of-government campaign to dismantle the International Criminal Court, with Rubio pressuring allies to withdraw support and threatening cuts to US assistance.
Energy Dubai's DP World plans new Fujairah port to bypass Strait of Hormuz DP World is planning a new port and container terminal on the UAE's east coast in Fujairah to bypass the Strait of Hormuz, reducing dependence on the Jebel Ali hub as Iran tensions escalate.
Markets FIFA weighs 64-team World Cup for 2030 as Infantino floats expansion FIFA President Gianni Infantino says the body will examine expanding the World Cup to 64 teams for 2030, adding another 16 nations and reshaping the tournament's commercial footprint.
Politics Pentagon Runs Low on Cash Despite Nearly $1T Budget The Pentagon is running out of cash despite a nearly $1T budget, asking Congress for $67B more as Iran war costs mount and munitions stockpiles run low.
Geopolitics Argentine FA says systems breached by Egyptian hackers after World Cup win Argentina’s Football Federation says Egyptian-origin hackers breached its database and sent emails from AFA accounts alleging referee corruption in the World Cup win over Egypt.
Geopolitics Trump declares Iran ceasefire ‘OVER’ after strikes in Strait of Hormuz Trump says the US ceasefire with Iran is ‘OVER’ after fresh strikes tied to attacks in the Strait of Hormuz, though talks will continue. Oil is up on the week and tanker traffic has slowed.
Geopolitics Israel Warns US of Fresh Iranian Plot to Assassinate Trump Israel shared intelligence with the US warning of a new Iranian plot to assassinate President Trump, as the ceasefire frays and strikes resume around the Strait of Hormuz.
Geopolitics US Strikes Iran Railway Bridge Linking to China and Russia US cruise missiles struck the Aq Taqeh Khan railway bridge in northern Iran, damaging a key overland trade corridor to China and Russia as Hormuz shipping traffic collapses.
Politics Pentagon Running Out of Cash Despite Nearly $1 Trillion Budget The Pentagon is running low on cash despite a near-trillion-dollar budget, with officials asking Congress for $67B more as Iran war costs climb past $130B. Training canceled, jets parked.
Politics Over 70 EU lawmakers demand probe into FIFA chief Infantino over Trump call More than 70 EU lawmakers are demanding an investigation into FIFA President Gianni Infantino after FIFA lifted Folarin Balogun’s red card suspension following a call with President Trump.
Markets France National Team Flew ICE Deportation Charter Planes at World Cup France’s national team has been flying between World Cup venues on GlobalX charter jets, the same carrier that operates the majority of ICE deportation flights in the US.
Geopolitics Trump says Iran may kill him: ‘I’m their number one target’ Trump says Iran is targeting him for assassination, calling himself their ‘number one target’ as the US-Iran ceasefire collapses and strikes resume around the Strait of Hormuz.
Geopolitics Trump: We can knock down every bridge, power plant in Iran Trump says the US could knock down every bridge and every power plant in Iran in a day if Tehran walks from a deal. Crude, defense names, and shipping back in play.
Geopolitics Trump: I would hate to strike Iran desalination plants, but may have to Trump said the U.S. could strike Iran’s desalination plants if the Hormuz standoff drags on, but added he would hate to do it. The threat widens the target list and raises Gulf retaliation risk.
Geopolitics Trump Says Iran Has Been Defeated as Strikes Resume Trump has declared Iran defeated even as U.S. and Iranian forces trade fresh strikes and the ceasefire wobbles. Energy, defense, and shipping names remain in focus.
Geopolitics Iran Intensifies Attacks on Ships in the Strait of Hormuz Iran hit three commercial vessels in the Strait of Hormuz in 24 hours, pushing Brent up 2.5% and lifting Treasury yields as the JMIC raised the threat level to severe.
Energy US Revokes Iran Oil Waivers After Strait of Hormuz Tanker Attacks The Trump administration revoked its Iran oil sanctions waiver after three tankers were hit in the Strait of Hormuz. Crude jumped over 5% on the news.
Geopolitics Trump revives Greenland push, threatens US troop pullout from Europe Trump reopened his Greenland fight at the NATO summit in Ankara, saying the island should be US-controlled and floating a full US troop pullout from Europe. Defense, rare earths, and European risk assets are back on watch.
Macro Central Banks Plan to Cut Dollar Reserves for First Time, OMFIF Says OMFIF's 2026 Global Public Investor survey shows, for the first time, more central banks plan to reduce dollar reserves than grow them over the next decade, with gold moving to the center of reserve strategy.
Macro Central Banks Plan First Dollar Cuts in a Decade, Pivot to Gold and Euro An OMFIF survey shows more central banks plan to cut U.S. dollar holdings than add to them over the next decade for the first time, with gold and the euro picking up the flow.
Politics Trump DOJ Tells ICC: No Jurisdiction Over Americans, No Cooperation The Trump DOJ told the ICC that the US will not cooperate with any investigations and rejects the court's jurisdiction over Americans, citing the Rome Statute and the 2002 Servicemembers' Protection Act.
