Wall Street Falls as Iran War Premium Embeds in Earnings Season

📉 MARKETS — Earnings season arrived; Iran didn't leave. That collision is the problem. 📌 LOOK CLOSER: War risk is no longer a spike — it's a baseline. With Hormuz at ~6 daily transits and Houthis blockading Saudi ports, energy input costs are repricing every forward estimate. Q3 guidance becomes structurally unreliable. Institutional investors aren't selling panic — they're discounting a new cost floor with no visible exit date.

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Netanyahu Declares Trump Meeting 'Excellent', Cites 'Complete Partnership'

🤝 WASHINGTON — 'Complete partnership': the two words that narrow Thursday's options. 📌 LOOK CLOSER: "Complete partnership" post-meeting closes the gap Oman needed to exploit — any US softening toward Iran now requires Netanyahu's buy-in. Thursday's address becomes a joint position, not

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Satellite Imagery Confirms Ongoing Fire at Jazan Refinery After Houthi Strike

🛢️ JAZAN — Satellite confirms the fire is still burning, days later. 📌 LOOK CLOSER: Days-old fire at Jazan means damage is structural, not symbolic. Saudi Arabia's Red Sea export corridor — the Plan B route bypassing Hormuz — loses credibility as a functioning alternative. Markets priced the Houthi strike as contained;

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Oman Presents Gulf-Backed Voluntary Fee Plan for Hormuz Transit

⚓ HORMUZ — Oman just handed Tehran a fee formula to avoid sovereignty loss. 📌 LOOK CLOSER: Voluntary fees let Iran collect strait revenue without asserting blockade rights — Gulf states retain free navigation framing. This is Oman's sovereignty-substitute formula, now backed by Gulf consensus. Tehran can say yes without a

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White House Calls Netanyahu and Zelenskyy Meetings 'Positive and Productive'

🤝 WASHINGTON — 'Positive and productive' means no blowup — but also no deal. 📌 LOOK CLOSER: The White House framing signals Netanyahu didn't veto the Iran ceasefire text publicly — but "productive" stops well short of Israeli endorsement. Netanyahu arrived holding Trump's "Israel wouldn'

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Netanyahu Declares Trump Meeting 'Excellent', Cites 'Complete Partnership'

Satellite Imagery Confirms Ongoing Fire at Jazan Refinery After Houthi Strike

Oman Presents Gulf-Backed Voluntary Fee Plan for Hormuz Transit

White House Calls Netanyahu and Zelenskyy Meetings 'Positive and Productive'