After a brutal unraveling weekend, Unit 8200 Axios strikes again right before futures open.
U.S. AND IRAN AGREE TO HALT STRIKES, SET TO HOLD TALKS LATER THIS WEEK – AXIOS, CITING U.S. OFFICIALS
— First Squawk (@FirstSquawk) June 28, 2026
— Todd 🗽 (@toobahlou) June 29, 2026

Meanwhile in the real world after receiving more Trump threats.
BREAKING: Iran says it has no choice but to develop a nuclear bomb.
— The General (@GeneralMCNews) June 28, 2026
With the Zio faction short of stand off weapons, Iran prepares for the next phase.
🚨 BREAKING :
A high-ranking Israeli official:
It appears that Russia has provided Iran with an S-500 system. This is madness. pic.twitter.com/t8w6tPOHwK
— Iran TV (@Iran_TVv) June 27, 2026
US military flights into Bahrain and Kuwait. Saudi Arabia activity is noticeably quiet. Explain why Bahrain base was hit by Iran.
GCC states then complains why they are hit. Because literally you are vassal states for US to attack Iran pic.twitter.com/3QPhImmrBC
— Furkan Gözükara (@FurkanGozukara) June 28, 2026
SOH crossings on Friday down to 24. Nothing on Saturday and Sunday.
Here’s a look at the Strait of Hormuz over the last 24 hours.
Inbound tankers were very limited with one group of tankers that got through the Oman route under US escorts.
Outside of this group, no visible AIS tankers went through the Oman route.
The other inbound tankers are… pic.twitter.com/6g7IRYu1ht
— HFI Research (@HFI_Research) June 29, 2026
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