• Il fallimento di una proposta di pace durante il fine settimana ha spinto al rialzo i prezzi del petrolio e i rendimenti dei Treasury a 10 anni lunedì mattina, mentre i futures sugli indici azionari hanno aperto in lieve ribasso.
• La scorsa settimana i mercati avevano ignorato i rischi geopolitici, con il petrolio in calo a causa dei commenti sul cessate il fuoco in Iran, ma le rinnovate tensioni hanno invertito tale tendenza in un contesto di volatilità energetica globale.
• I prezzi del gas sono aumentati a livello nazionale, complicando le prospettive sull'inflazione con l'indice CPI headline sopra il 3,5% nonostante l'allentamento del PCE core, oscurando le possibilità di un taglio dei tassi da parte della Fed.
Il presidente degli Stati Uniti dichiara di stare considerando il ripristino delle scorte navali nello stretto di Hormuz nel tentativo di porre fine al blocco iraniano.
Il presidente degli Stati Uniti definisce "totalmente inaccettabile" la risposta iraniana, mentre Teheran afferma che colpirà qualsiasi nuovo attacco statunitense o navi da guerra straniere nello stretto di Hormuz
• Il presidente degli Stati Uniti Donald Trump ha definito 'totalmente inaccettabile' lunedì la risposta dell'Iran a una proposta di pace statunitense, intensificando le tensioni nel contesto dell'attuale conflitto in Medio Oriente.
• Teheran ha avvertito di nuovi attacchi in risposta, come riportato da Asia News Network, alimentando i timori di interruzioni prolungate nello Stretto di Hormuz.
• Il rifiuto ha innescato volatilità nei mercati di tutta l'Asia, con gli investitori alla ricerca di asset rifugio a causa dei potenziali impatti sulla sicurezza energetica regionale.
• Il Presidente degli Stati Uniti Donald Trump ha denunciato pubblicamente la risposta dell'Iran a una proposta di pace statunitense, definendola 'totalmente inaccettabile' in un contesto di negoziati stagnanti nelle ultime settimane.
• L'Iran ha inviato la sua risposta per 'porre fine alla guerra' attraverso mediatori pakistani, mentre regge un fragile cessate il fuoco nonostante intermittenti tensioni nel Golfo e segnalati attacchi di droni.
• Lo scambio aggrava le tensioni: l'Iran ha liquidato il rifiuto di Trump come 'irrilevante' e ha avvertito i paesi che applicano le sanzioni USA di possibili 'difficoltà' nel transitare attraverso lo Stretto di Hormuz.
• The United States is monitoring Iran's reply to a renewed peace proposal following mutual strikes, as reported by Fox News White House correspondent Aishah Hasnie.
• President Trump pursues a diplomatic deal amid Middle East tensions, with former Iran special representative Brian Hook praising the administration's 'disciplined deterrence' strategy.
• The developments signal potential de-escalation in the conflict, highlighting Trump's foreign policy focus on security and negotiation.
• US President Donald Trump announced on May 7, 2026, that negotiations with Iran have progressed significantly in the last 24 hours, predicting a quick deal to formally end the ongoing war.
• The US peace proposal, under review by Tehran, calls for a one-page memorandum to halt hostilities, reopen the Strait of Hormuz, ease sanctions, and limit Iran's nuclear activities, though it omits missile program curbs and proxy support restrictions.
• Iranian officials responded cautiously, with a foreign ministry spokesperson pledging an official reply and lawmaker Ebrahim Rezaei calling the offer unrealistic and US-biased; Trump paused a naval mission to reopen shipping lanes amid Saudi opposition.
The US and Iran have offered conflicting messages over the likelihood of a deal being reached imminentlyMorning and welcome to the Guardian’s continuing coverage of the crisis in the Middle East.The US and Iran have offered conflicting messages over the state of negotiations to end the war, with Donald Trump signalling the talks were “very good” and a deal “very possible”.News of a possible deal followed Trump’s abrupt U-turn on a US military operation to guide ships out of the strait of Hormuz, dubbed “Project Freedom”. Trump said the decision to pause the mission on Tuesday – two days after it was launched – was to give peace a chance, but NBC reported that it was suspended after Saudi Arabia refused to allow the US military to use its bases and airspace to carry out the operation. US officials told the American broadcaster that Gulf allies were caught off guard by the sudden announcement of Project Freedom, and that it had angered the leadership in Saudi Arabia.The Iranian president, Masoud Pezeshkian, told his French counterpart, Emmanuel Macron, that the US’s behaviour had “deviated the path of diplomacy towards threats, pressure and sanctions” and that Tehran could not trust Washington. In a statement carried by the Iranian state-run Press TV, Pezeshkian said Iran had entered into dialogue with the US twice and “on both occasions, military aggression against Iran took place concurrently with the negotiations. Such behaviour is effectively like ‘stabbing from behind’”.Iran has denied any involvement in damage to a South Korean-operated vessel in the strait of Hormuz, which suffered an explosion and fire on Monday. Trump blamed the incident on an Iranian attack, while South Korea’s foreign ministry said the cause of the fire would only be confirmed after the vessel is inspected. The Iran embassy in Seoul issued a statement this morning rejecting the allegations, saying safe passage through the waterway requires strict adherence to Iranian regulations.The damage and destruction inflicted on US military sites across the Middle East during the war is far larger than what has been publicly acknowledged by the Trump administration or previously reported, according to analysis by the Washington Post. Reviewing satellite imagery, the newspaper found Iranian airstrikes have damaged or destroyed at least 228 US structures or pieces of equipment, including hangars, barracks, fuel depots, aircraft and key radar, communications and air defence equipment. The US Central Command declined to comment on the report.In Lebanon, where a ceasefire has demonstrably failed to stop the fighting between Israel and Hezbollah, three people were killed this morning in Israeli strikes on Nabatieh south of the country, according to the official Lebanese National News Agency. The Israeli military said one of its soldiers was seriously injured by an explosive-laden Hezbollah drone in southern Lebanon yesterday. It did not say where the attack took place.In Gaza, where another ceasefire appears to be fraying, an Israeli airstrike has killed Azzam Khalil al-Hayya, the son of Hamas political bureau leader and chief negotiator Khalil al-Hayya, according to senior Hamas official Basim Naim. Azzam succumbed to his injuries this morning after being struck in an Israeli attack last night, Reuters reported. He is the fourth son of Hamas’s exiled Gaza chief to have been killed in Israeli attacks. Continue reading...
Iran says the ‘ball is in the United States’ court’ as Trump says he is likely to reject new proposal from TehranDonald Trump said on Saturday he was going to review a new peace proposal from Tehran but cast doubt over its prospects, saying Iran had not yet “paid a big enough price”.Two semiofficial Iranian news outlets, Tasnim and Fars, believed to be close to Iran’s paramilitary Revolutionary Guard, said Iran had sent the US a new 14-point proposal via Pakistan. Continue reading...
• Pakistan has received an amended peace proposal from Iran as it serves as a crucial backchannel mediator in ongoing US-Iran negotiations, reflecting diplomatic efforts to resolve escalating tensions.
• The development indicates continued high-level diplomatic engagement despite stalled formal negotiations and previous ceasefire attempts, with Pakistan playing a strategic intermediary role in the Middle East crisis.
• Successful mediation efforts could have significant implications for global markets, crude oil prices, and regional stability, directly affecting India's energy security and economic growth prospects.
