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 record highs — Nasdaq down 0.3%, oil up 5% on Hormuz deadlock. Trump said Monday the US will recognize only 11 core childhood vaccines, dropping recommendations for hepatitis B, COVID-19 and flu. He also demanded Iran compensate protester deaths and regional war damages. All eyes on July CPI due Wednesday. 6f602849936326298231981863488246792020033
4. GAZA WAR
Deadlock over disarmament. Trump's plan calls for Hamas to disarm as Israel withdraws, but Netanyahu insists no pullout before full disarmament, while Hamas wants Israeli forces back to the October ceasefire "yellow line". Board of Peace envoy says withdrawal would be phased sector-by-sector. UN says famine declared, 500,000 face catastrophic hunger and 64,368 killed since war began. 1
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