Lebanon deconfliction mechanism launched to prevent regional escalation
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Persian Gulf crude exports rebound to 75% of pre-war levels
Persian Gulf crude exports have recovered to 75% of pre-war output, with 13 million barrels stockpiled over three days through Wednesday. This supply recovery supports oil prices and strengthens commodity-linked currencies, particularly the Norwegian krone and Canadian dollar, while easing energy inflation concerns for major economies.
https://x.com/financialjuice/status/2070176252812488925Iran demands permanent ceasefire, complete withdrawal from Lebanon
Attack volume on Lebanon dropped 6 days ago, but Iranian negotiators insist on permanent ceasefire and full regime withdrawal—preconditions unlikely to be met. Middle East geopolitical risk remains elevated, supporting safe-haven currencies like USD and JPY while pressuring risk assets and emerging-market FX.
https://x.com/financialjuice/status/2070175863824347240Replies
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