ISRAELI MILITARY SAYS IT HAS DESTROYED HEZBOLLAH UNDERGROUND INFRASTRUCTURE IN A SOUTHERN LEBANESE VILLAGE. || ISRAEL SAYS IT INFORMED THE U.S. AHEAD OF THE STRIKE, ACCORDING TO THE PRIME MINISTER'S OFFICE.
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PUTIN: MOSCOW NOW CERTAIN THAT KYIV AND THE WEST NEVER INTENDED TO HONOUR THE MINSK AGREEMENTS
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U.S. AND IRAN AGREE TO HALT STRIKES, SET TO HOLD TALKS LATER THIS WEEK – AXIOS, CITING U.S. OFFICIALS
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PAKISTAN CONFIRMS GROUND OPERATION AND STRIKES ALONG AFGHAN BORDER, ELIMINATING 29 MILITANTS - AP
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IRAN'S FOREIGN MINISTER ARAQCHI: TEHRAN SOLELY RESPONSIBLE FOR REINSTATING STRAIT OF HORMUZ MARITIME TRAFFIC TO PRE-WAR LEVELS; ANY EXTERNAL PARTY'S INVOLVEMENT WOULD COMPLICATE NORMALIZATION OF GULF SHIPPING
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IRAN'S FOREIGN MINISTER ARAQCHI: ISRAEL'S WITHDRAWAL FROM LEBANON AND CESSATION OF STRIKES MANDATED BY INTERIM ACCORD WITH U.S.; TEHRAN WELCOMES GULF SECURITY DELIBERATIONS FRAMEWORK WITH ARAB NATIONS INCLUDING IRAQ AND PLEDGES TO EXPAND BILATERAL TIES WITH BAGHDAD'S NEW ADMINISTRATION
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IRAN STATE TV: PASSAGE THROUGH STRAIT OF HORMUZ STILL REQUIRES COORDINATION WITH REVOLUTIONARY GUARDS; SAFEST TRANSIT ROUTE FOR VESSELS ENTERING GULF IS SOUTH OF IRAN'S HORMUZ ISLAND; SAFEST TRANSIT ROUTE FOR VESSELS DEPARTING GULF IS SOUTH OF IRAN'S LARAK ISLAND
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ASTRAZENECA: POSITIVE OUTCOMES IN MULBERRY PHASE III TRIAL; ALXN1850 DEMONSTRATED FAVOURABLE SAFETY PROFILE; STUDY ACHIEVED KEY SECONDARY ENDPOINT IN BONE HEALTH
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UK ROYAL NAVY TO ABANDON FRIGATE PLANS IN PIVOT TO DRONE WARFARE; GOVERNMENT TO COMMISSION SIX HYBRID COMBAT VESSELS FOR DRONE DEPLOYMENT WITH £1B ADDITIONAL FUNDING ALLOCATED - FT
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EUROPEAN GAS PRICES SURGE 3% FOLLOWING LATEST MIDDLE EAST ESCALATION
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OIL PRICES SURGE MORE THAN $1/BBL FOLLOWING RENEWED U.S.-IRAN STRIKES IN MIDDLE EAST OVER WEEKEND
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S&P 500 FUTURES ADVANCE 0.1%, NASDAQ FUTURES RETREAT 0.1% AS BRENT CLIMBS 1.4%
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MOMENTA GLOBAL: GLOBAL OFFERING COMPRISES 19.9 MLN OFFER SHARES AT HK$295.60 PER SHARE, INCLUDING 17.9 MLN INTERNATIONAL OFFER SHARES
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SAMSUNG, SK COMBINED INVESTMENT MAY REACH 2,000T WON OVER 10 YEARS - DAILY
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LEBANESE PARLIAMENT SPEAKER NABIH BERRI DECLARES U.S.-BACKED ACCORD WITH ISRAEL UNACCEPTABLE IN ITS CURRENT FORM
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UK TO REPLACE TYPE 83 DESTROYER AND TYPE 32 FRIGATE PLANS WITH AT LEAST SIX HYBRID COMMON COMBAT VESSELS ENGINEERED TO DEPLOY AERIAL AND UNDERWATER DRONES; REFLECTING A SHIFT TOWARD AUTONOMOUS WARFARE WITH NEW SHIPS ANTICIPATED TO ENTER SERVICE IN EARLY 2030S - FT
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GLOBAL MARKET WRAP

• U.S. STOCK FUTURES ROSE AFTER REPORTS THE U.S. AND IRAN AGREED TO HALT STRIKES AND RESUME PEACE TALKS IN QATAR

• HOPES FOR A LASTING CEASEFIRE AND AI OPTIMISM HAVE GLOBAL STOCKS ON TRACK FOR THEIR BEST QUARTER SINCE 2020

• BRENT CRUDE ERASED SOME EARLY GAINS AS GEOPOLITICAL TENSIONS EASED

• INVESTORS REMAIN FOCUSED ON AI VALUATIONS, INFLATION RISKS, AND RISING GOVERNMENT DEBT

• THE BIS WARNED AN AI BUST, PERSISTENT INFLATION, AND FISCAL STRESS ARE KEY RISKS TO THE GLOBAL ECONOMY

• MARKETS ARE AWAITING FED CHAIR KEVIN WARSH'S COMMENTS AT THE SINTRA CENTRAL BANK FORUM AND THIS WEEK'S U.S. JOBS REPORT

• TRADERS CONTINUE TO WATCH WHETHER A STRONG LABOR MARKET COULD LEAD TO A FED RATE HIKE AS EARLY AS SEPTEMBER
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KAROON ENERGY REVISES 2026 TOTAL CAPEX TO $178-202 MLN; BAÚNA $89-97 MLN, WHO DAT $72-85 MLN, NEON $14-16 MLN; ANTICIPATES LOWER SUSTAINING CAPITAL REQUIREMENTS AT BAÚNA, ANNUALISED OPERATING COST SAVINGS OF $30-40 MLN POST FPSO TRANSITION, AND SPS-92 WELL RESTORED
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TECHNICAL DELIBERATIONS WITH IRAN SLATED TO CONTINUE ON ALL AREAS OF MEMORANDUM OF UNDERSTANDING; BOTH SIDES TO STAND DOWN AND VESSELS TO MOVE FREELY - U.S. OFFICIAL
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OIL ROSE AFTER REPORTS THAT THE U.S. AND IRAN AGREED TO HALT MILITARY STRIKES AND RESUME TALKS IN DOHA, EASING IMMEDIATE SUPPLY CONCERNS, THOUGH TRADERS REMAIN WATCHFUL FOR ANY FURTHER DISRUPTION TO SHIPPING THROUGH THE STRAIT OF HORMUZ.
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ATLAS ARTERIA GROUP: U.S. COURT DISMISSES 2024 DULLES GREENWAY RATE CASE FEDERAL LITIGATION; TRIP II DELIBERATING WHETHER TO APPEAL RULING; LEGISLATIVE REFORMS PERMIT UP TO TWO-YEAR TOLL APPLICATIONS AND DEFINED SCC TIMELINES
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