US-Iran talks reopen Hormuz; oil falls, stocks rise. Ceasefire limits Israel; airlines, hotels rally; uranium deal discussed.
Trump threatens Iran with “nuclear dust,” claims Israel barred from bombing Lebanon; markets rally sharply Friday.
BNP Paribas economist compares Iran-war energy shock to 2022, tracking inflation, growth, and central bank reactions.
Netanyahu says historic Lebanon deal possible, accepts ten-day ceasefire, demands Hezbollah dismantled, Israel retains security zone.
WTI crude plunged to $81.50 after Iran declared Strait of Hormuz open, easing blockade disruption fears.
UK 10-year gilt yields jumped after Mandelson vetting report, fuelling leadership-change fears and looser fiscal outlook.
Nordea forecasts four ECB 25bp hikes from June, despite ceasefire; resilient economy and sticky core inflation.
Iran says Strait of Hormuz fully open during Lebanon ceasefire; Trump confirms passage, markets rise, dollar slips.
Lagarde warned euro area inflation uncertainty rose after Middle East war, with upside risks from wages, expectations.
ICSG now expects copper deficits through 2026-2027, despite rising Chinese output, tightening markets and supporting prices.
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