21 Jul 2026, 10:25 by Newsquawk Desk
- The US is reportedly demanding a longer ceasefire and partial navigation of the Strait of Hormuz, i24 reported. The report added that Iran proposed the 10-day ceasefire.
- US equity futures firmer, benefiting from the rebound in chip and memory names.
- DXY slightly softer; Kiwi outperforms following hotter-than-expected CPI.
- Fixed income benchmarks muted; gilts unreactive despite the appointment of Healey as...
21 Jul 2026, 06:35 by Newsquawk Desk
- US President Trump is expected to decide in the coming days whether to expand military operations against Iran and return to full-scale combat, a senior US official told Fox News.
- Senior US and Israeli officials are claiming Trump only has two realistic options: either promoting a new 10-day ceasefire with the aim of reopening the Strait of Hormuz, or launching a full-scale war on Iran, Axios reported.
- A US official said if US President Trump decides to expand the...
20 Jul 2026, 11:10 by Newsquawk Desk
- The Iranian Foreign Ministry spokesperson said negotiations with the US could be pursued based on national interests and will not abandon talks with the US.
- US and Iran continued to exchange strikes; Iran killed two US service members in Jordan and one in Iraq. The US continued to target Iranian military capabilities.
- US equity futures rebound given the broader positive tone.
- DXY flat; Antipodeans lead on China stimulus hopes,...
20 Jul 2026, 07:20 by Newsquawk Desk
- Iran said it has suspended the implementation of the MoU, suggesting that the US had “violated” commitments within the framework; Brent +2.4%.
- US and Iran continued to exchange strikes; Iran killed two US service members in Jordan and one in Iraq. The US continued to target Iranian military capabilities.
- US is said to be planning for a wider war, according to a US official, cited by the Washington Post.
- APAC stocks were mixed;...
17 Jul 2026, 13:17 by Newsquawk Desk
- MON: Holiday: Japanese Marine Day (Jul), Chinese LPR (Jul), German PPI (Jun), Canadian CPI (Jun), NZ Inflation Rate Y/Y (Q2)
- TUE: Norwegian Unemployment Rate (Jun), UK Unemployment Rate (May), German/EZ ZEW Economic Sentiment (Jul), US ADP Employment Change Weekly, South Korean PPI (Jun)
- WED: Eurogroup EU-UK summit, Japanese Balance of Trade (Jun), UK Inflation (Jun), South African CPI (Jun)
- THU: South Korean GDP (Q2), Aussie Jobs...
17 Jul 2026, 11:44 by Newsquawk Desk
- The US continued to strike Iran, for a sixth consecutive night; Iran claimed that power facilities, bridges and civilian infrastructure were struck.
- Iranian Army Spokesman warned that if the US strike the infrastructure of Iran, all infrastructure in the region will be a legitimate target; he added that “either all countries in the region can export oil or no one can”.
- US equities slump after further worries of stretched AI...
17 Jul 2026, 07:20 by Newsquawk Desk
- The US continued to strike Iran, for a sixth consecutive night; Iran claimed that power facilities, bridges and civilian infrastructure were struck.
- Iranian Army Spokesman warned that if the US strike the infrastructure of Iran, all infrastructure in the region will be a legitimate target; he added that “either all countries in the region can export oil or no one can”.
- US President Trump stated that they will see the fruits of labour in Iran...
16 Jul 2026, 11:30 by Newsquawk Desk
- The US has completed another round of strikes on various parts of Iran, targeting military capabilities; Tehran responded with its own attacks on Kuwait and Jordan.
- TSMC reported Q2 metrics that beat estimates, while raising its Q3 revenue guidance above expectations. In addition, the co. is to add another USD 100bln of US investment.
- US equity futures lower despite strong TSMC earnings and Japan's large investment for Nvidia's Rubin...
16 Jul 2026, 06:50 by Newsquawk Desk
- The US has completed another round of strikes on various parts of Iran, targeting military capabilities; Tehran responded with its own attacks on Kuwait and Jordan.
- US President Trump stated Iran wants to meet, though warned that strikes would expand next week. Nonetheless, crude benchmarks take a breather following recent gains; Brent -0.6%.
- APAC stocks held a mostly negative bias, with the KOSPI (-6.4%) dragged by losses in Samsung Electronics (-8.6%) and SK Hynix...
15 Jul 2026, 11:45 by Newsquawk Desk
- US struck Iran overnight, Trump said they will do so again on Wednesday night. Adding, they will hit power plants and bridges next week unless Iran negotiates.
- IRGC targeted weapons/storage in Bahrain and Kuwait, US positions in Jordan and the Fifth Fleet Command HQ. Iran said it is a mistake to think military action will force them to talk.
- ASML (+3.7%) reported Q2 earnings that beat estimates while raising its FY guidance above analyst expectations. Additionally,...
15 Jul 2026, 06:40 by Newsquawk Desk
- US struck Iran overnight, Trump said they will do so again on Wednesday night. Adding, they will hit power plants and bridges next week unless Iran negotiates.
- IRGC targeted weapons/storage in Bahrain and Kuwait, US positions in Jordan and the Fifth Fleet Command HQ. Iran said it is a mistake to think military action will force them to talk.
- Brent +0.8% on the above, USD failed to benefit with CPI continuing to weigh, USTs rangebound though Bunds came under modest...
14 Jul 2026, 11:25 by Newsquawk Desk
- The US continued to launch strikes for a third night, after President Trump stated that he would hit Iran “very hard” on Monday and Tuesday. Separately, Trump threatened to hit Iran’s “Pickaxe Mountain”, an underground nuclear facility; Brent Sep’26 +4.0%.
- US equity futures are mixed, with the NQ outperforming as it recovers from Monday's selloff; US banking names kick of earnings.
- DXY tentative heading into CPI and Fed Chair Warsh's testimony; Kiwi outperforms...
14 Jul 2026, 07:15 by Newsquawk Desk
- The US continued to launch strikes for a third night, after President Trump stated that he would hit Iran “very hard” on Monday and Tuesday. Separately, Trump threatened to hit Iran’s “Pickaxe Mountain”, an underground nuclear facility; Brent Aug’26 +1.9%.
- US President Trump also announced a naval blockade, which is set to begin at 21:00 BST / 16:00 EDT.
- APAC stocks were mostly in the red given the geopolitical environment and tech sell-off; European equity futures...
13 Jul 2026, 11:35 by Newsquawk Desk
- The US and Iran exchanged strikes over the weekend, with the US military targeting 140 Iranian military targets on Saturday and took further action on Sunday, while Iran attacked US bases across the Gulf and closed the Strait of Hormuz.
- Iran's Foreign Ministry spokesperson said the US violated all clauses of the MoU in less than a month and stated that Iran will not execute commitments in the MoU as long as the US is not fulfilling its...
13 Jul 2026, 07:25 by Newsquawk Desk
- US forces struck 140 Iranian military targets on Saturday and took further action on Sunday. Iran attacked bases in Jordan, Qatar, Kuwait & Bahrain.
- Crude rallied following this and Iran announcing the Strait of Hormuz would now be closed, though the US said transit has since happened, Brent +4.3%.
- APAC bourses were pressured, KOSPI underperformed as SK Hynix fell 13%, weighing on the NQ -1.2%.
- European futures in the red, Euro Stoxx 50...
10 Jul 2026, 14:30 by Newsquawk Desk
- MON: OPEC MOMR (Jul), Turkish Retail Sales (May), US Monthly Budget Statement (Jun)
- TUE: Fed Chair Warsh Testimony, UK BRC Retail Sales (Jun), Chinese Balance of Trade (Jun), German Wholesale Prices (Jun), Chinese M2 Money Supply (Jun), US NFIB Business Optimism Index (Jun), US CPI (Jun)
- WED: BoC Policy Announcement (Jul), Chinese Activity Data (Jun), Fed Beige Book, Swedish CPIF Final (Jun), Spanish CPI Final (Jun), EZ Industrial Production (May), US PPI...
10 Jul 2026, 11:35 by Newsquawk Desk
- Mediators are working to get the US and Iran back at the negotiating table, CNN reported, citing sources, later echoed by Axios.
- Brent is softer by around USD 0.20/bbl, with the market essentially waiting for a resumption of negotiations or strikes.
- Japanese assets lead after Finance Minister Katayama said pension funds should be encouraged to invest more in the domestic market.
- European bourses are on a modestly firmer footing,...
10 Jul 2026, 07:25 by Newsquawk Desk
- Sources suggested Iranian air defence systems were activated. However, the US said they were not involved, and Iran then denied any explosions at all; Bushehr's officials said they intercepted projectiles.
- Mediators are working to get the US and Iran back at the negotiating table, CNN reported, citing sources, later echoed by Axios.
- Brent is firmer by USD 0.30/bbl, in a narrow range as the magnitude of geopolitical updates slowed throughout the APAC session into...
09 Jul 2026, 11:20 by Newsquawk Desk
- US struck around 90 Iranian military targets. In return, the IRGC said it attacked two US bases in Bahrain and two in Kuwait.
- CNN reported that US President Trump is losing patience with the pace of negotiations, particularly on nuclear.
- Crude benchmarks were firmer overnight, but moved lower as the European morning progressed as markets reacted to Trump’s remarks that Iran wanted to make a deal. Brent Sep’26 now off lows, and now...
09 Jul 2026, 07:20 by Newsquawk Desk
- US struck around 90 Iranian military targets. In return, the IRGC said it attacked two US bases in Bahrain and two in Kuwait.
- CNN reports that US President Trump is losing patience with the pace of negotiations, particularly on nuclear.
- Energy benchmarks modestly bid, but in relatively narrow ranges; downside seen in the early European morning as Trump reiterates that Iran wants to make a deal.
- APAC trade was initially resilient to the...
09 Jul 2026, 07:20 by Newsquawk Desk
- US struck around 90 Iranian military targets. In return, the IRGC said it attacked two US bases in Bahrain and two in Kuwait.
- CNN reports that US President Trump is losing patience with the pace of negotiations, particularly on nuclear.
- Energy benchmarks modestly bid, but in relatively narrow ranges; downside seen in the early European morning as Trump reiterates that Iran wants to make a deal.
- APAC trade was initially resilient to the...
08 Jul 2026, 11:55 by Newsquawk Desk
- US President Trump said the Iran ceasefire is over, "I think", lifting Brent above USD 79/bbl, weighing on equities and fixed income.
- However, Trump did add he will allow US negotiators to continue talking with Iran, but said, "I think this is a waste of time"
- Euro Stoxx 50 -2.2%, ES -1.0%, NQ -1.4% given the above. Mixed APAC trade, but China was in the green after updates relating to DeepSeek and Zhiphu.
- Apple signed an agreement...
08 Jul 2026, 07:00 by Newsquawk Desk
- Mixed APAC trade, China in the green amid multiple IPOs and tech strength locally. US and European futures contained.
- DXY is range-bound despite the renewed Middle East clashes. Yields consolidate after the energy-driven lift on Tuesday, following the revocation of the Iranian waiver and tit-for-tat strikes.
- US Treasury revoked the June 21st Iran-related waiver, General License X, which had allowed Iran to produce, deliver and sell its...
07 Jul 2026, 11:35 by Newsquawk Desk
- Iran's IRGC fired at least two missiles at ships in the Strait of Hormuz, Axios reported, citing a US official. It was separately reported that one was a Qatari LNG tanker. Brent Sept’26 +1.2%.
- Fars reported that the Qatari tanker attempted to pass through the Omani route and ignored repeated warnings.
- Iranian Foreign Minister Araghchi said negotiations on a final deal will not commence if threats continue.
- Global tech stocks fall after...
07 Jul 2026, 07:15 by Newsquawk Desk
- Iran's IRGC fired at least two missiles at ships in the Strait of Hormuz, Axios reported, citing a US official. It was separately reported that one was a Qatari LNG tanker.
- Fars reported that the Qatari tanker attempted to pass through the Omani route and ignored repeated warnings.
- Iranian Foreign Minister Araghchi said negotiations on a final deal will not commence if threats continue.
- KOSPI slumped following post-earnings losses in Samsung...