US President Trump “badly wants the war to end,” reports Politico citing senior Gulf Arab official; “But the Iranians so far refusing to give him what he needs to save face and leave. And he does not seem to understand that they need to save face, too”
President Trump's desire to end the conflict reflects a significant geopolitical dynamic, especially with the Iranian stance complicating negotiations.
CNB: Board voted 7-0 to hold rates, meeting inflation target still requires relatively restrictive policy at present
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US President Trump “badly wants the war to end,” reports Politico citing senior Gulf Arab official; “But the Iranians so far refusing to give him what he needs to save face and leave. And he does not seem to understand that they need to save face, too”
McDonald's (MCD) executive says longer-term, believes there is an increase of higher cost inflation due to ongoing global supply chain disruptions
Bernstein sees further memory price surge in Q2 '26, with DRAM and NAND prices are set for another sharp increase, driven by strong server and storage demand; although, price gains are expected to slow in Q3 as focus shifts to long-term contracts
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This tension could impact global markets, particularly in commodities like oil and gold, as investors assess which assets might benefit or suffer from potential escalations or resolutions. Keep an eye on USD movements, as shifts in U.S. foreign policy can influence risk sentiment and currency flows.
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