US to Hit Iran 'Extremely Hard', Historic Moon Mission, More

The U.S. warned it would hit Iran "extremely hard," raising the risk of military escalation that could disrupt Middle East energy supplies and spur a broad risk‑off move. Expect upside pressure on crude prices (potentially several percent), safe‑haven flows into Treasuries and gold, and heightened volatility in equities and EM assets; monitor for any strikes or retaliation that would materially increase market impact.

Analysis

The U.S. warned it would hit Iran "extremely hard," raising the risk of military escalation that could disrupt Middle East energy supplies and spur a broad risk‑off move. Expect upside pressure on crude prices (potentially several percent), safe‑haven flows into Treasuries and gold, and heightened volatility in equities and EM assets; monitor for any strikes or retaliation that would materially increase market impact.