Geopolitical Digest
Russia/Ukraine: Massive Russian strike on Kyiv — air defense failed to down a single ballistic missile
United States/Ukraine: Trump refuses Zelensky's request for Patriot missiles
United States/Iran: US quietly lifts sanctions on the IRGC and Hezbollah, unfreezes $300 billion of Iranian assets
Houthis/Yemen/Saudi Arabia: Houthis continue attacks on Saudi tankers in the Red Sea
Israel/Lebanon: Israeli military accuses Hezbollah of violating the ceasefire, launches strikes on southern Lebanon
United States: market storms record highs on pure optimism
Oil: a 6% collapse is not de-escalation, it's profit-taking
Defense industry: while the market celebrates, the Pentagon prepares a new strike
Russia: the ruble weakens, the Central Bank holds its pause