1. IRAN Oil and Hormuz dominate. Brent hit $88/barrel Tuesday as US-Iran talks stalled. Iran says no direct talks with US while Washington breaches the June interim deal, and is negotiating only with Oman on new shipping lanes. Tehran says reopening is conditional on its terms. President Trump countered demanding Iran pay reparations for 50 years of damages, including USS Cole sailors killed by al-Qaeda, dimming deal hopes. 52343545242765734695b9ab418863488246792020033 2. ISRAEL Political split with Washington. PM Benjamin Netanyahu on Sunday rejected Trump's latest 15-point Gaza plan, saying Israel won't withdraw until Hamas is genuinely disarmed. Board of Peace official said Monday the plan is still operative and talks continue. IDF has effectively halted Gaza attacks under US pressure. Domestically, 185 homicides recorded in 2026, including 158 from Israel's Palestinian minority. a10457ae 3. US Foreign policy pressure hits home markets. Stocks pulled back Monday from r...

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Iran has warned it will hit Gulf states if the US launches new strikes. Officials say Tehran is pursuing a strategy of "calibrated escalation aimed at widening the conflict without triggering full-scale war." After the June ceasefire collapsed in July, attacks on shipping in the Red Sea and around Hormuz have continued, keeping Gulf allies on high alert

Yemen's Iran-aligned Houthis said Sunday they attacked the Saudi Aramco Jazan refinery. The strike came two days after Saudi Arabia signed a defense pact with Turkey and Pakistan. Meanwhile, Aramco said the US-Iran war has cost the global market 2.6 billion barrels of oil since February. Oil prices have drifted back toward $80 as exports remain constrained and Hormuz stays partially blocked.

Israel rejected President Trump's 15-point Board of Peace plan for Gaza on Sunday. Prime Minister Netanyahu said Israel "has rejected" the plan and "will not withdraw until Hamas fully disarms". Trump said last month Hamas had agreed to lay down weapons after Cairo talks. Hamas says it will honor the roadmap agreed 10 days ago and expects mediators and Washington to pressure Israel to compl

Heavy strikes continue despite the October ceasefire. Israel "has continued to carry out strikes on Gaza since agreeing to the ceasefire last October", with at least 1,230 killed since then. Palestinian sources today reported nine killed including two children in a wave of strikes. A Gaza security official said 19 Palestinians including women and children were killed since early Sunday in attacks across Gaza City, Khan Younis and Al-Bureij.