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Tue Β· 11 Aug 2026

Global Stocks Dip as Geneva Talks Delayed; Yen Near 40-Year Lows

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Global Stocks Dip as Geneva Talks Delayed; Yen Near 40-Year Lows

πŸ“‰ MARKETS β€” Risk assets sold off, but the yen collapse tells a different story than Iran. πŸ“Œ LOOK CLOSER: Stocks dipping on Geneva delay is legible β€” but yen at 40-year lows points to structural dollar-strength pressure independent of Hormuz. Two crises pricing simultaneously: markets hedging MOU failure while BOJ loses credibility. European investors absorb both shocks as Brent holds near $78.

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