Markets

Rising crude and escalating rhetoric weigh on stocks as markets struggle to price diplomacy vs. conflict.

WTI climbs above $91 as investors balance diplomacy signals against ongoing geopolitical risk.

Tehran reviews U.S. proposal but rules out negotiations, raising fears of prolonged conflict and market volatility.

Washington’s proposal targets nuclear rollback, regional influence, and recognition of Israel—but major gaps remain.

President signals measured policy adjustment possible to protect credibility; 2026 inflation forecast raised to 2.6%

Crude falls 5% as Tehran allows “non-hostile” ships passage, easing worst-case supply fears.

Backchannel diplomacy intensifies as Washington claims progress—while Tehran denies direct negotiations.

AWS outages in Bahrain highlight growing risk to global digital infrastructure from Iran-linked attacks.

Putin reports GDP down 2.1% despite low unemployment, highlighting fragile balance amid global energy volatility.

Stronger dollar and rising yields pressure bullion as investors unwind positions after record highs.