Oil drops, stocks rally, and rate-cut odds double—but is Wall Street too optimistic?
Middle East
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Mixed signals over Iran war truce leave Beirut exposed, risking economic collapse and regional escalation
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Conditional ceasefire tied to Strait of Hormuz signals fragile path toward US-Iran deal
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Futures & Commodities
Russia’s Oil Windfall Masks a Deep Economic Crisis
by Daphne Dougnby Daphne DougnIran conflict boosts Kremlin revenues—but experts warn Russia’s economy is quietly deteriorating beneath the surface
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Futures & Commodities
Trump Floats Seizing Iran Oil as War Drives Prices Higher
by Daphne Dougnby Daphne DougnUS signals possible takeover of Kharg Island as Brent surges and Middle East tensions threaten global energy flows
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Futures & Commodities
Saudi Oil Reroutes as Hormuz Crisis Shakes Global Supply
by Daphne Dougnby Daphne DougnRiyadh pushes 7M bpd through Red Sea pipeline as Middle East conflict disrupts 20% of global energy flows
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Regional powers push diplomacy as energy routes and global markets face mounting risk
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From Abu Musa to Larak, Iran’s “unsinkable carriers” may determine control of the world’s most critical energy chokepoint.
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Futures & Commodities
Brent Surges Above $110 as Hormuz Disruptions Intensify
by Daphne Dougnby Daphne DougnChinese vessels turned away signal tightening supply, pushing oil into a fragile, high-risk phase.
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Washington’s proposal targets nuclear rollback, regional influence, and recognition of Israel—but major gaps remain.