Geopolitics Iran Closes Strait of Hormuz Again Over Israeli Strikes on Lebanon Iran says it has closed the Strait of Hormuz again over Israeli strikes on Lebanon, threatening the new U.S.-Iran ceasefire. CENTCOM says traffic is still flowing.
Geopolitics Iran Publishes Signed US Memorandum of Understanding, Deal Now in Force Iran has published the fully executed US-Iran Memorandum of Understanding, with the deal now in force. Hormuz reopens, crude waivers begin, and a 60-day nuclear negotiation window starts.
Geopolitics Trump: Unfair for Iran to Lack Ballistic Missiles If Others Have Them Trump said it would be unfair for Iran to lack ballistic missiles if neighbors like Saudi Arabia and Qatar have them, as the freshly signed US–Iran MOU reshapes Gulf risk for oil and defense names.
Geopolitics US and Iran Electronically Sign MoU to End War, Reopen Strait of Hormuz The US and Iran electronically signed the Islamabad Memorandum of Understanding to end their war. The Strait of Hormuz reopens and the US naval blockade unwinds, with a 60-day window to negotiate a final deal.
Energy US-Iran Deal Allows Tehran to Immediately Sell Oil, Reopen Hormuz The US-Iran memorandum of understanding clears Tehran to immediately sell oil freely and reopens the Strait of Hormuz, removing a major geopolitical risk premium from crude.
Geopolitics Iran ordered out of U.S. to Mexico right after World Cup opener Iran's World Cup team was ordered to leave the U.S. for Tijuana hours after its 2-2 opener with New Zealand. The White House FIFA Task Force says that was always the plan.
Energy Trump: Oil Tankers Moving Out of Strait of Hormuz After Iran Deal Trump says ships loaded with oil are starting to move out of the Strait of Hormuz along a southern route after the announced US–Iran deal, with the strait set to be fully open by Friday.
Markets Trump Threatens 100% Tariff On French Wine Over Tech Tax Trump threatened 100% tariffs on French wine and champagne unless Macron scraps the 3% digital services tax targeting GOOGL, AMZN, META, and AAPL ahead of the G7 summit.
Geopolitics Iran Says US Memorandum of Understanding Is Being Finalized Iran says the memorandum of understanding with the US has been finalized and is set to be signed Friday in Switzerland, with the Strait of Hormuz reopening and a 60-day clock on broader talks.
Geopolitics Trump Says Birthday Wish Is ‘Peace for the World’ as Iran Strikes Escalate Trump said his birthday wish is ‘peace for the world’ minutes before warning of more Iran strikes and hours before authorizing a fresh round. Defense and energy names are back in focus.
Energy Trump: 'United States Controls the Strait of Hormuz, Not Iran' Trump says the US, not Iran, controls the Strait of Hormuz, disclosing a secret mission that moved 100M barrels of oil and 200 ships through the chokepoint as crude holds near $90.
Geopolitics Iran Says US Strikes on Reservoirs Cut Water for 20,000 in Sirik Iran says US strikes destroyed two water reservoirs in Sirik on June 10, leaving 20,000 without drinking water during a 122°F heat wave. The escalation keeps Strait of Hormuz risk live for oil and defense traders.
Politics Somali FIFA Referee Omar Artan Denied Entry to US Ahead of World Cup Somali FIFA referee Omar Artan was denied entry at Miami International over vetting concerns and removed from the 2026 World Cup officiating roster, raising fresh questions about border friction tied to the tournament.
Geopolitics Pentagon Raises Israeli Espionage Threat to ‘Critical,’ Top Tier The Pentagon's DIA has reportedly raised its counterintelligence threat level on Israeli espionage against the US to ‘critical,’ the highest tier, as Trump and Netanyahu clash over Iran policy.
Geopolitics US shoots down Iranian drones over Strait of Hormuz, strikes radar sites US Central Command says it shot down Iranian drones launched at the Strait of Hormuz and struck Iranian radar sites in response, keeping oil markets on edge as a fragile ceasefire frays.
Politics Iran's World Cup Team Faces Same-Day U.S. Entry and Exit Mandate Iran's World Cup squad must enter and exit the U.S. on match days, impacting logistics and performance. Key officials denied visas amid diplomatic tensions.
Geopolitics Rubio Tells Congress: The War in Iran Is Over Secretary of State Marco Rubio told Congress the war in Iran is over, even as strikes continue and the House moved to limit Trump's war powers in Iran.
Geopolitics Trump says Iran ‘really wants’ a deal as strikes continue Trump says Iran ‘really wants’ a deal with the US, even as fresh strikes hit Iranian sites and Iran targets US forces in Kuwait. Here is what traders should watch.
Macro Wealthy Family Offices Begin De-Dollarization Trade, UBS Survey Shows A new UBS Global Family Office Report shows the world’s wealthiest families are cutting U.S. dollar exposure, citing AI bubble fears, tariffs, rising debt and geopolitical risk.
Macro Canada Slips Into Technical Recession for First Time Since 2020 Canada has slipped into a technical recession for the first time since 2020 after Q1 GDP fell 0.1% annualized, missing 1.5% growth expectations and reshaping the Bank of Canada rate path.
Politics Trump Admin Weighs Halting International Flight Processing at Sanctuary City Airports DHS Secretary Markwayne Mullin says the Trump administration is drawing up plans to halt international flight processing at sanctuary city airports, drawing alarm from airlines and hotels ahead of the World Cup.
Macro ECB Warns Trump Policies Risk Triggering a Global Financial Crisis The ECB warned that Trump’s Iran war and tariff policies risk triggering a global financial crisis, citing energy shocks, private credit stress and sovereign debt repricing.
Geopolitics US Has Troops in Place to Attack Cuba, Politico Reports Politico reports the Pentagon has spent months positioning troops, warships, and weapons in the Caribbean for a potential attack on Cuba, with only a final order from Trump still needed.
Geopolitics U.S. Pauses $14B Taiwan Arms Sale to Preserve Iran War Munitions The U.S. has paused a planned $14 billion arms sale to Taiwan to preserve munitions for the Iran war, the Acting Navy Secretary said, putting new focus on defense primes like LMT and RTX.
Geopolitics Russian Cargo Ship Carrying Nuclear Reactors Sinks Off Spain A Russian cargo ship carrying two nuclear reactors sank off Spain's coast under unexplained circumstances, raising concerns over nuclear material security.
