Continued violations of the ceasefire in Lebanon by Israel, reports of Israeli warplane attacks in Rashaf, Southern Lebanon, via Tasnim

The reported violations of the ceasefire in Lebanon by Israel, including airstrikes in Rashaf, could escalate regional tensions and impact market sentiment. This development may lead to increased volatility in related assets, particularly in energy markets and safe-haven currencies like the USD, as investors assess the potential for broader conflict. Geopolitical risks often drive commodities and FX flows, so we should keep an eye on how this unfolds during the EU and US trading sessions.