📉 ENRICHMENT — Traders priced a deal at 80%; Bürgenstock just cut it to 33%. 📌 LOOK CLOSER: Prediction markets: 80% to 33% on Iran halting enrichment by December 31 — a 47-point collapse in one session. That's traders pricing the MOU's nuclear clause as effectively dead after Bürgenstock. Enrichment suspension is Washington's core demand. At 33%, the 60-day framework has no credible endpoint — only a clock.
dailybrief
Iran and Oman announce a temporary Hormuz corridor. But Tehran clarifies: the strait is not open. Classic move by a side that wants to negotiate without conceding. Washington fires back with record sanctions. Day 180. Nothing is resolved.
dailybrief
Iran e Oman annunciano un corridoio temporaneo a Hormuz. Ma Teheran chiarisce: lo stretto non riapre. È la mossa classica di chi vuole negoziare senza cedere. Washington risponde con sanzioni record e mina mine. Giorno 180. Niente è risolto.
breaking
💥 SOUTH LEBANON — Israel strikes while Hormuz dominates the room. 📌 LOOK CLOSER: The Lebanon front never closed — it just lost the headlines. With Washington focused on Hormuz and Bessent's sanctions, Israeli strikes in the south face minimal diplomatic friction. Hezbollah's attrition posture remains unchanged. Watch whether this
newsupdates
🎯 TEHRAN — The threat lands the day Rubio tells allies there'll be no new strikes. 📌 LOOK CLOSER: Timing is the variable. An Iranian threat against Trump's son — surfacing as Rubio privately reassures Gulf allies — maximally complicates Washington's de-escalation posture. Trump's personal exposure