WS #11667
Trump declares US-Iran ceasefire 'over', launches new strikes; oil surges ~7%, US equities fall sharply, bond yields rise on inflation fears; Iran threatens Hormuz closure and NPT withdrawal; no counter-signals. Russia bans diesel exports due to Ukrainian drone strikes on refineries, reducing refining capacity below 50%; adds second supply-side shock alongside Iran crisis. NATO pledges €70B in aid to Ukraine; Trump offers license for Ukraine to produce Patriot missiles, boosting defense stocks (RTX, LMT).
US-Iran ceasefire collapse and oil spike
Trump declares US-Iran ceasefire 'over', launches new strikes; oil surges ~7%, US equities fall sharply, bond yields rise on inflation fears; Iran threatens Hormuz closure and NPT withdrawal; no counter-signals.
Russia bans diesel exports due to Ukrainian drone strikes on refineries, reducing refining capacity below 50%; adds second supply-side shock alongside Iran crisis.
NATO pledges €70B in aid to Ukraine; Trump offers license for Ukraine to produce Patriot missiles, boosting defense stocks (RTX, LMT).