Hurricane Lala Hits Hawaii, US-Iran Ceasefire Expiring, More

Hurricane Lala is hitting Hawaii again, raising near-term disruption risks for the region. Separately, the US-Iran ceasefire is set to expire, increasing geopolitical tail-risk heading into the next phase of talks. Overall tone is mildly risk-off due to concurrent weather and ceasefire uncertainty.

Analysis

Hurricane Lala is hitting Hawaii again, raising near-term disruption risks for the region. Separately, the US-Iran ceasefire is set to expire, increasing geopolitical tail-risk heading into the next phase of talks. Overall tone is mildly risk-off due to concurrent weather and ceasefire uncertainty.