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AXIOS reports a source said the U.S. and Iran are expected to hold a new round of talks next week, possibly in Switzerland.
2026-07-10
AXIOS reports a source said the U.S. and Iran are expected to hold a new round of talks next week, possibly in Switzerland.
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2026-07-10
France's UN Security Council representative said Iran must, under the law of the sea, immediately and unconditionally open the Strait of Hormuz.
France's UN Security Council representative said Iran must, under the law of the sea, immediately and unconditionally open the Strait of Hormuz.
2026-07-10
Morgan Stanley global head of fixed-income research Andrew Sheets said the firm is monitoring three risks that could derail the US equity summer rally. First, renewed conflict with Iran — US strategic petroleum reserve is at historic lows, reducing t
Morgan Stanley global head of fixed-income research Andrew Sheets said the firm is monitoring three risks that could derail the US equity summer rally. First, renewed conflict with Iran — US strategic petroleum reserve is at historic lows, reducing the US ability to blunt an oil shock if hostilities escalate. Second, Federal Reserve policy — the market’s assumption that the Fed will hold rates through year-end is a key support for equities; that view could be wrong and may be reversed quickly if inflationary concerns prompt tightening. Third, weakening AI-related capex — Q2 earnings could show more cautious spending after recent softness in the stocks of large AI investors; because growth and earnings are highly tied to AI, a capex pullback would pose downside risk to market sentiment and forecasts.
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