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Stocks Rally and Oil Prices Plunge on US-Iran Ceasefire

Posititive Market Reaction to US-Iran Ceasefire Global stock markets rallied strongly after signs of a ceasefire agreement between the US and Iran, despite lingering questions about its durability. Major indexes in the US, Europe and Asia posted multi-percent gains. President…

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US-Iran Ceasefire Deal Fragile: Iran and Strait of Hormuz

Ceasefire: Nuclear Enrichment and Strait of Hormuz The two-week ceasefire between the United States, Israel, and Iran is fragile and leaves many core disputes unresolved. Key issues—Iran’s nuclear program, Lebanon/Hezbollah, demands for compensation, the risk of terrorism and proxy attacks,…

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Iran War: US Allies and NATO

Trump to Rethink NATO Commitment President Trump publicly questioned whether the United States should “rethink” its NATO commitment after European allies refused to join a U.S.-led military push against Iran to reopen the Strait of Hormuz. His frustration stems from…

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Monetary Policy: Iran War and Inflation

Montary Policy Expectations of US FED Federal Reserve Chair Jerome Powell said the Fed’s response to the US‑Israel–Iran War will depend on how the conflict affects Americans’ inflation expectations. He suggested the Fed may look through the current energy-driven supply…

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Iran War Impact on Global Economy

Economic Implications of Iran War The Iran war’s immediate human toll is severe, but its economic effects vary widely. The heaviest costs fall on the region—Israel, Gulf states and Iran—while the global impact depends mainly on disruptions to energy and…

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Trump Delays Trip to Beijing due to Iran War

Trump-Xi Meeting Postponed due Conflict in Middle East U.S. President Donald Trump unexpectedly asked China to delay Xi Jinping’s planned visit amid the widening Iran war, casting doubt on the high-profile diplomatic exchange meant to stabilize U.S.-China ties and extend…

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