The U.S. targeted military sites on Iran’s Kharg Island but avoided oil infrastructure, a move that tempered immediate supply-shock fears while keeping geopolitical risk elevated. Energy traders remain on alert for retaliatory action or further strikes that could disrupt crude flows through the region.
Source: Seeking Alpha
Haven trade flips: Investors shun Treasuries during Iran conflict, sending yields higher
Instead of flocking to U.S. debt, investors have dumped Treasuries amid the Iran conflict, pushing the 10-year toward its steepest two-week yield climb in nearly a year. The unusual haven dynamic underscores concerns about persistent inflation and fiscal risks, complicating rate-cut timelines and portfolio hedging strategies.
Source: MarketWatch
SEC and CFTC sign landmark pact to harmonize digital-asset oversight
U.S. market cops ended years of turf battles with a formal agreement to coordinate rules for digital assets, data-sharing, and joint supervision. For banks, brokers, and issuers, the memorandum of understanding promises clearer pathways for product launches and compliance, potentially unlocking institutional adoption and innovation previously stifled by regulatory ambiguity.
Source: FinanceFeeds
Venture Global greenlights $8.6B Louisiana LNG project amid supply-security push
Venture Global took FID on its $8.6 billion Plaquemines LNG expansion, reinforcing the U.S.’s role as a pivotal natural gas exporter. The decision signals long-cycle confidence in LNG demand from Europe and Asia and adds durable capex to U.S. energy infrastructure and Gulf Coast jobs.
Source: Seeking Alpha
Adobe selloff ripples through software as ARR growth slows
Adobe’s largest intraday drop in a year sparked pressure across software peers as investors focused on slightly decelerating annual recurring revenue growth. The move highlights how richly valued application names remain sensitive to even modest growth wobbles, with 20 software stocks trading lower in sympathy.
Source: Seeking Alpha
Boeing to repair 25 737 MAX jets after wiring issue disrupts deliveries
Boeing is fixing a wiring problem affecting 25 MAX jets, adding fresh delivery uncertainty as the planemaker works to stabilize its production and quality cadence. Any prolonged disruption risks revenue timing for Boeing and cash-flow plans at airlines counting on new capacity heading into peak season.
Source: Seeking Alpha
U.S. opens Section 301 probes into forced labor across 60 economies—tariff risk rises
Washington launched a broad set of trade investigations targeting forced-labor practices in 60 economies, raising the prospect of new tariffs or import curbs. Multinationals with complex supply chains face heightened due-diligence, potential cost inflation, and sourcing shifts if measures harden into trade barriers.
Source: Seeking Alpha
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