Geopolitical pulse check:
Pakistan says US-Iran talks made "big progress." Tehran still weighing its response. If Hormuz reopens, that's a massive win for energy markets and cooling inflation.
Meanwhile, Ukraine hit Russia's Afipsky refinery. Rostov operations briefly disrupted. And northeast of Oman, an oil tanker took a projectile—crew safe, but another reminder of fragile supply lines.
Back home: Supreme Court green-lit Trump's mail-in ballot restrictions across 23 states + DC. Also, AP reports up to 200K business and tourism visas may be revoked soon.
Markets hate uncertainty. Right now, there's plenty of it.
Pakistan says US-Iran talks made "big progress." Tehran still weighing its response. If Hormuz reopens, that's a massive win for energy markets and cooling inflation.
Meanwhile, Ukraine hit Russia's Afipsky refinery. Rostov operations briefly disrupted. And northeast of Oman, an oil tanker took a projectile—crew safe, but another reminder of fragile supply lines.
Back home: Supreme Court green-lit Trump's mail-in ballot restrictions across 23 states + DC. Also, AP reports up to 200K business and tourism visas may be revoked soon.
Markets hate uncertainty. Right now, there's plenty of it.