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The U.S. has officially entered the equation.
A defensive strike was carried out in southern Iran, targeting missile launch sites and vessels reportedly attempting to deploy naval mines.
Officials emphasized restraint during the ceasefire window — but also made it clear that any threat to U.S. forces will be answered immediately.
Markets reacted fast.
Oil volatility surged.
Risk assets turned unstable.
And macro uncertainty just increased again.
This is no longer just a regional headline — it’s now a direct geopolitical risk event markets can’t ignore.
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