Middle East Weekly Tracker

US-Iran talks show progress toward reopening the Strait of Hormuz, though fresh strikes and sanctions keep the situation fragile. Oil markets remain volatile while GCC financial markets and maritime traffic show a lagged recovery.

Key Takeaways

• 1.US-Iran negotiations have shown progress with a draft framework to reopen the Strait of Hormuz, though tensions remain high due to US sanctions and military strikes.
• 2.Oil prices have been volatile, reacting to shifts in US-Iran deal optimism and subsequent military escalations.
• 3.The real economy, specifically maritime traffic through Hormuz, is recovering more slowly than financial market sentiment.

Table of Contents

• Conflict update
• Oil and gas
• CDS
• Stock/other Markets
• Real economy
• Market Movement
• Crude Oil Spot and Futures Market Price
• Capital Market Investment Flow
• Transportation

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