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Fox News reports a U.S. official said the U.S. military is prepared, if ordered, to resume blocking vessels entering and leaving Iranian ports.
2026-07-08
Fox News reports a U.S. official said the U.S. military is prepared, if ordered, to resume blocking vessels entering and leaving Iranian ports.
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2026-07-08
Market news: NATO allies reaffirmed their "firm commitment" to Article 5 collective defense in their summit declaration.
Market news: NATO allies reaffirmed their "firm commitment" to Article 5 collective defense in their summit declaration.
2026-07-08
US-Iran tensions have become a catalyst for tech valuation compression. The recent AI Capex-driven rally depended on low-rate liquidity and discounted long-term cashflows; escalating tensions that raise inf upside risks have prompted a bear-steepenin
US-Iran tensions have become a catalyst for tech valuation compression. The recent AI Capex-driven rally depended on low-rate liquidity and discounted long-term cashflows; escalating tensions that raise inf upside risks have prompted a bear-steepening of the long-end US Treasury curve, lifting equity cost of capital for growth/tech. Global macro hedge funds are rapidly rebalancing—selling growth/tech and buying defensives—rotating capital into hard assets poised to benefit from higher oil prices and increased defense spending.
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