Trump posted late yesterday he would halt bombing Iran for 14 days. Pakistan requested the suspension as the Strait of Hormuz remained closed. The ceasefire marked a dramatic reversal after weeks of escalation that sent oil above $150.
Financial Times reported Gulf states now consider new pipelines avoiding Hormuz despite huge costs. Saudi Arabia's East-West pipeline became the model as regional powers confronted permanent supply route risks. India's central bank blocked rupee shorts as currency pressure mounted.
Oil traders that thrive on volatility got caught out by the crisis scale. The world's top energy firms faced unexpected losses as the shock unfolded faster than hedging strategies allowed.
Trump proposed massive military spending sending GD General Dynamics and NOC Northrop Grumman higher. The $1.5T budget represented historic Pentagon expansion. HII Huntington Ingalls faced skepticism despite the spending surge as analysts questioned shipbuilding margins.
Asian insiders showed conviction amid volatility. Hyulim Robot shareholder dumped $36.6M while Tanco CEO sold $16.6M in palm oil shares. US executives maintained systematic exits.
Anthropic partnered with AAPL Apple, MSFT Microsoft and NVDA Nvidia testing cybersecurity tech. Elon Musk gave INTC Intel the AI foundry endorsement it chased for months.
Airlines faced new charger limits to reduce fire risks per Associated Press reporting. LUV Southwest and UAL United implemented restrictions as battery incidents climbed.
Chinese government bonds emerged as the war's lone haven. Yields fell marginally while other major economies saw rates rise showing defensive rotation into Asian debt markets.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data. Content is informational only and does not constitute investment advice.
