Macro news — 20/07/2026
Explosions reported in Iran's Isfahan, Mehr news agency says, amid escalating tensions
x.comTrump slaps 50% tariffs on certain Canadian goods over alleged trade discrimination.
cnbc.com +1US launches 10th straight night of strikes on Iran as conflict escalates further
x.com +1Trump vows to make Iran pay for violating the truce and terrorism in the Strait of Hormuz.
x.comUS official says Trump is ramping up pressure on Iran over alleged truce violations.
x.comIsraeli finance minister Smotrich signals possible conquest and annexation of Gaza
x.comYemen's Houthis declare naval blockade on Saudi Arabia, raising shipping and oil-supply risk.
cnbc.com +1Three missiles evaded defenses, exposing risk to 50,000 US troops in region
x.comIranian missile strike kills at least two US troops, hits prefab housing units
x.comUnidentified vessel on fire in Strait of Hormuz, maritime risk rising
x.comIsraeli source: US readying next military phase against Iran soon
x.comHeating oil prices near Iran-war highs again, signaling renewed energy supply and inflation risk.
x.comOil tanker traffic in the Gulf of Oman slows after recent ship attacks, signaling rising shipping security risk.
x.comTrump warns Iran will pay dearly for killing US troops, escalating geopolitical tension.
x.com +3Trump pushes for deeper UK involvement in Iran conflict, raising escalation risk.
x.com +1Bitcoin hits $65K resistance as institutional tech stock sell-off intensifies.
cointelegraph.comIranian sources: Shiraz fire caused by wildfire, unrelated to US strikes
x.comIran says US airstrike hit Shiraz, no casualties reported so far
x.comChina ends paper gold trading, a move that could tighten global paper-gold supply
reddit.comNew CPC pipeline attacks risk longer-term disruption, cutting oil flows from Kazakhstan
x.com +1Houthis declare sea navigation ban on Saudi Arabia, raising Gulf security risk
x.com +2Pakistan and Qatar propose Iran, US return to talks, hinting at de-escalation.
x.comMediators propose Iran and US revert to pre-July 9 positions, easing tensions.
x.com +1Morgan Stanley says over half of Russia's refining capacity offline after Ukrainian strikes.
x.comUS-Iran conflict enters ninth day as oil climbs above $90, stoking geopolitical risk.
x.com +6US crude supply falls to just 43 days' worth, the lowest in 45 years.
x.comAndy Burnham set to become UK's seventh PM in a decade, markets watch for policy risk.
x.com +1Vessel struck by a projectile is adrift off Oman, UKMTO reports, stoking Gulf shipping security fears.
x.comIran keeps signaling willingness to negotiate, Rubio says
x.comCPC suspends oil loadings after drone strikes on tankers, supply risk rises
x.comChinese traders unwind leveraged bets at fastest pace since 2015 on AI bubble fears.
x.comFew tankers entering Hormuz to load oil as floating LNG storage builds amid tensions.
x.comMarkets brace for all-out Iran war as US death toll climbs; ex-NATO chief flags Suez Canal risk.
reddit.com +3South Korea's KOSPI plunges 4% amid broad market selloff
x.comMassMutual reportedly holds $110B exposure to the collapsing private credit market.
reddit.comIran's Revolutionary Guards warn Hormuz stays unsafe for oil shipments while US strikes continue.
x.comIran's Guards say two oil tankers were bombed in southern Strait of Hormuz.
x.com +1Gold falls as higher-for-longer rate expectations firm up
x.comFire breaks out on vessel transiting Strait of Hormuz, UK maritime agency says
x.comExplosions reported over Kuwait skies amid new Iranian missile launches.
x.com +2Trump confirms US struck Iran hard again overnight, escalating the conflict.
cnbc.com +7Residents report hearing several explosions in southern Iran's Sirik
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