Thursday, July 09, 2026: US strikes Iran for second straight day, Trump calls interim accord dead. China gave just hours’ warning on a sub-launched Pacific missile. Bain exits Kioxia with big returns.

This is interesting: Iran escalation is real, but Trump openly wants out — the issue is, markets hate a conflict with no clean exit. Watch crude spike on supply fear. Bain’s Kioxia exit is a good signal for Japan chip assets. Not sure people appreciate the timing — AI memory demand is about to get loud, and someone just locked in a big win. NDRC chairmen meet Indonesia officials on economic and maritime cooperation. Quiet resource diplomacy while everyone’s watching missiles. Watch for supply chain plays, critical minerals. What it adds up this week: geopolitical risk premium rising, Japan tech deals printing, and China deflecting attention with trade ties. Cautious tape, but pockets of opportunity if you know where to look.

This is interesting: Iran escalation is real, but Trump openly wants out — the issue is, markets hate a conflict with no clean exit. Watch crude spike on supply fear.