Israel's Air Force is launching raids on military infrastructure and production sites near Isfahan, Israel's Channel 12 reports
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Israeli Defence Minister Katz says Israel will establish a buffer zone in southern Lebanon, modelled on what was implemented in Rafah, Al Jazeera reports; the army is now carrying out ground operations in Lebanese territory to control the front line
Sika (SIKA SW) CEO says demand remains and there is no need for further cost savings; Co. affirms FY26 outlook
Israel's Air Force is launching raids on military infrastructure and production sites near Isfahan, Israel's Channel 12 reports
ECB's Kazaks says it is clear prices will be higher, and growth will be slower; further interest rate increases are needed "if inflation spreads from energy" no matter the current levels
China and Brazil have reportedly held a meeting on agriculture
On the Newsquawk feed at , 20 minutes before this page.
Context
Israel's airstrikes on military infrastructure in Iran signal a significant escalation in regional tensions, which could lead to increased volatility in energy markets and risk assets. Investors should watch for potential spikes in oil prices and shifts in currency flows, particularly within the USD, as geopolitical risks often drive safe-haven demand. This situation may also prompt responses from other actors in the region, adding further uncertainty to market dynamics.
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