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Frankfurt, Germany Local 22:16 · Thu · after hours Frankfurt's close gave back earlier Hormuz-driven gains as Brent rebounded above $82 and European equities absorbed a heavy earnings slate. The DAX and broader STOXX 600 had touched intraday records on Iran-Oman framework optimism, but the afternoon tone shifted as oil's 4% climb reminded energy importers that diplomatic progress has not yet translated into tanker flows. Ukrainian long-range strikes on two Russian refineries added a supply-side subplot for German industrials already navigating U.S. chip weakness and rising Treasury yields.
Reuters · France 24 · BBC
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Moscow, Russia Local 23:16 · Thu · after hours
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Tel Aviv, Israel Local 23:16 · Thu · after hours Tel Aviv's Thursday closes on a collision between diplomacy and combat: Lebanon and Israel concluded the third and final day of their seventh U.S.-brokered round in Rome with parallel talks on pilot-zone expansion, detainee exchanges, and ceasefire implementation — after Israel formally identified two reserve soldiers killed Wednesday in Majdal Zoun as the first IDF combat deaths since the June 28 truce. UNIFIL recorded 113 Israeli projectiles fired Wednesday, the highest daily total since June 21, testing whether June's framework agreement can survive field incidents that keep interrupting the negotiating calendar.
Anadolu Agency · CNA · AP News
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Doha, Qatar Local 23:16 · Thu · after hours Doha's lens on the Gulf combines diplomacy, maritime enforcement, and international law: eight major shipping associations urged the United Nations and the International Maritime Organization to oppose compulsory Hormuz tolls, warning that transit fees would violate UNCLOS norms and set a global chokepoint precedent. Iran and Oman remain in final-stage Hormuz framework talks even as Tehran's parliament reviews a draft bill that would bar hostile vessels from the strait — a legislative move that lifted Brent above $82 Thursday afternoon. President Donald Trump's early-morning denial of U.S. munitions shortages adds a Washington subplot that Gulf capitals must parse alongside the energy price rebound.
Al Jazeera · Anadolu Agency · BBC
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São Paulo, Brazil Local 17:16 · Thu · working now São Paulo's session turned on domestic monetary policy and a weakening external tape: the Copom cut the Selic to 14% in a unanimous decision but adopted a neutral tone without signaling the next move, leaving the Ibovespa down about 0.45% as New York opened flat and emerging-market sentiment softened. Petrobras and Itaú initially limited losses but faded alongside U.S. equities as Brent climbed above $82 Thursday afternoon. With Fed hike bets reviving on rising oil, Brazilian allocators must weigh a fourth consecutive rate cut against a dollar that remains firm against the real.
Valor International · Valor Econômico · CNN Brasil
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Buenos Aires, Argentina Local 17:16 · Thu · working now Buenos Aires tracked a Southern Cone risk-off move as the Merval fell about 1% alongside weaker Brazilian and Mexican indices, with regional markets absorbing both U.S. tech weakness and a rebound in Brent above $82. Argentina's agri-export economy remains indirectly exposed through freight costs and energy inputs even when oil sits well below the triple-digit spikes seen at the conflict's peak. With Milei's reform program still dependent on stable external financing conditions, the combination of rising energy prices and choppy U.S. equities defines the macro backdrop for Thursday's local session.
Rio Times · Invezz · CP24
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New York, United States Local 16:16 · Thu · working now New York's afternoon tape reversed the morning's optimism: the Dow fell 0.7% to 53,975, the S&P 500 slipped 0.2% to 7,708, and the 10-year Treasury yield climbed to 4.67% as Brent jumped above $82 after Iran's parliament began reviewing a draft bill to restrict hostile vessels from Hormuz. Initial jobless claims at 199,000 beat estimates, suggesting labor resilience, while ConocoPhillips posted $3.9 billion in quarterly earnings on strong production. President Donald Trump denied early Thursday that the U.S. is running low on precision munitions, vowing to prosecute leakers — a Washington subplot traders must weigh alongside Hormuz framework talks that have yet to restore tanker flows.
CNBC · AP News · FXStreet
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Toronto, Canada Local 16:16 · Thu · working now Toronto tracked New York lower as Canadian markets absorbed rising oil and Treasury yields: Brent's climb above $82 rekindled inflation concerns that could push the Fed toward a September hike, a macro path Bay Street cannot ignore even when domestic labor data look resilient. ExxonMobil's $14.5 billion quarterly earnings underscored how North American energy majors are still navigating Middle East disruptions even as Hormuz diplomacy advances. With Friday's U.S. nonfarm payrolls expected near 80,000 jobs, TSX allocators are balancing energy tailwinds against the tech weakness that has kept the Nasdaq under pressure.
CP24 · ExxonMobil · Trading Economics
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Bogotá, Colombia Local 15:16 · Thu · working now Bogotá's Andean session tracked regional weakness as the Colcap fell about 1.3% and the peso weakened 1.3% against the dollar, with integrated nuam markets absorbing both U.S. tech selloff spillover and a rebound in Brent above $82. For Colombia's oil-exporting economy, the oil price path matters directly for fiscal revenue and currency stability, even as Iran's insistence on sanctions relief before any Hormuz reopening keeps energy traders cautious. Thursday's combination of rising crude and softer U.S. equities defines the macro backdrop for Andean allocators heading into the local close.
Rio Times · Barchart
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Mexico City, Mexico Local 14:16 · Thu · working now Mexico City's afternoon combined nearshoring macro with a global inflation scare: U.S. initial jobless claims at 199,000 beat expectations, but Brent's jump above $82 and the 10-year Treasury yield at 4.67% revived Fed hike bets that matter directly for peso and BMV investors. The IPC slipped about 0.5% as chip-led U.S. weakness spread south, while the peso firmed slightly on resilient labor data. For a manufacturing hub tied to the U.S. trade corridor, the tension between strong employment and rising energy costs defines Thursday's policy read ahead of Friday's payrolls print.
Rio Times · Invezz · FXStreet
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Chicago, United States Local 15:16 · Thu · working now Chicago's trading day centered on the CME complex positioning for Friday's jobs report while equities absorbed rising oil and Treasury yields: the Dow fell 0.7% Thursday afternoon as Brent climbed above $82, rekindling the inflation debate that defines Fed futures pricing. ConocoPhillips' strong quarterly earnings offered a Midwest energy angle, but the broader tape remained pressured by the same macro headwinds hitting New York. With 10-year yields at 4.67% and payrolls due before the Aug. 7 open, Chicago's derivatives markets are pricing both growth resilience and persistent inflation.
CP24 · ConocoPhillips · TS2 Tech
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Los Angeles, United States Local 13:16 · Thu · working now Los Angeles tracked the West Coast fallout from a storage earnings reset: Western Digital fell about 15% on margin guidance concerns despite beating quarterly estimates, pulling Sandisk and other memory names lower in sympathy. The port complex remains an indirect Hormuz watcher as container flows and bunker fuel costs price in war-risk premiums, while Houthis claimed another strike on a Saudi tanker off Yanbu. With U.S. equities drifting lower on rising oil Thursday afternoon, LA's logistics and tech corridors face a session defined equally by AI storage valuations and Red Sea maritime risk.
TS2 Tech · Western Digital · Lloyd's List
