🕊️ TEHRAN — The regime survived the war. The harder test starts now. 📌 LOOK CLOSER: Khamenei's death and no popular revolt already exposed Washington's regime-change miscalculation. But surviving a war doesn't resolve what caused domestic anger before it. An MOU that delivers sanctions relief and asset unfreezing gives hardliners economic cover — while reformists will demand the political opening the deal doesn't include.
newsupdates
🛢️ MARKETS — Hormuz near-closed, sanctions live. Oil falls anyway. 📌 LOOK CLOSER: Markets priced Bessent's package before it landed — weeks of telegraphing gave traders time to position. Hormuz near-zero traffic means supply disruption is already in the price; new sanctions add no new data. The drop signals the
newsupdates
🛢️ ROME — Italy is paying a €12B war premium it has no vote in ending. 📌 LOOK CLOSER: With Hormuz functionally closed and Brent anchored above $92, Italian industrial and household energy costs absorb the shock directly. Rome imports roughly 75% of its energy needs — no domestic buffer. Meloni has no bilateral
dailybrief
Washington launches "Operation Economic Outcast": 60 entities sanctioned, oil slides to $92. Tehran fires back — rial hits record low, vows no deal without concessions. Pakistan and Oman shuttle in. The math doesn't change.
dailybrief
Washington lancia "Operation Economic Outcast": 60 entità sanzionate, petrolio in calo a 92 dollari. Teheran risponde con l'arma del rial a zero e minaccia: niente deal, niente Hormuz. Il Pakistan ci prova, Oman va a Teheran. Ma la matematica non cambia.