NATO Secretary General Rutte says it's hard to forecast consequences from Middle-East conflict; Supply of equipment to Ukraine from the US under Purl initiative also continues

This highlights increasing uncertainty around the fallout from the ongoing Middle-East conflict, which could have ripple effects across global markets, particularly in commodities and defense sectors. Additionally, the mention of the U.S. continuing its supply of equipment to Ukraine underlines the persistent geopolitical tensions, which could keep defense stocks elevated, while also raising questions about supply chain constraints affecting production rates in the defense industrial base.