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Arzbin Blog

Daily market insights, analysis, and guides for the Iranian financial market.

Trump's 'Oil Guy' Shaped Iran Policy Amid Escalating Regional Tensions; Oil Markets Face Supply Crunch
Hourly Digest16 Jul 20261 min

Trump's 'Oil Guy' Shaped Iran Policy Amid Escalating Regional Tensions; Oil Markets Face Supply Crunch

«مرد نفتی» ترامپ سیاست ایران را در بحبوحه تشدید تنش‌های منطقه‌ای شکل داد؛ بازارهای نفت با بحران عرضه مواجه‌اند

Recent revelations highlight how fracking billionaire Harold Hamm, a close advisor to Donald Trump, influenced US energy policy and its stance on Iran, potentially downplaying war risks while strengthening US-Israel ties. This comes as the Middle East faces heightened instability, with Iran accusing the US of 'barbaric' strikes and Kuwait reporting new drone attacks, further jeopardizing global oil supplies and driving market concerns.

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US Blockade Tightens as Tanker Hit Near Hormuz; Uber Seals $14.8B Deal Amid AI Market Volatility
Hourly Digest16 Jul 20261 min

US Blockade Tightens as Tanker Hit Near Hormuz; Uber Seals $14.8B Deal Amid AI Market Volatility

تنگنای محاصره در هرمز با هدف قرار گرفتن نفتکش؛ معامله ۱۴.۸ میلیارد دلاری اوبر در میانه نوسانات بازار

A US-led blockade has escalated to direct military action against tankers in the Strait of Hormuz, while Tether freezes $131 million in sanctioned Iranian wallets. Meanwhile, Uber's massive acquisition of Delivery Hero and a sharp correction in AI stocks signal a volatile shift in global markets.

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War Reaches Tehran: US Strikes Expand to Capital as IRGC Retaliates Across Gulf; Markets Braced for Hormuz Shutdown
Hourly Digest16 Jul 20261 min

War Reaches Tehran: US Strikes Expand to Capital as IRGC Retaliates Across Gulf; Markets Braced for Hormuz Shutdown

جنگ به تهران رسید؛ حملات گسترده آمریکا و پاسخ موشکی سپاه در منطقه؛ سایه انسداد هرمز بر اقتصاد جهانی

The Middle East conflict has escalated to a direct confrontation with reports of explosions in Tehran and US strikes on Iranian soil. As the IRGC retaliates against US bases in Bahrain and Jordan, the IEA warns of a global economic shock within weeks.

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UK Economy Defies War Shock as Khuzestan Conflict Intensifies with Drone Downing
Hourly Digest16 Jul 20261 min

UK Economy Defies War Shock as Khuzestan Conflict Intensifies with Drone Downing

تداوم رشد اقتصاد بریتانیا در سایه جنگ؛ سرنگونی پهپاد آمریکایی و تخلیه بیمارستان در اهواز

The UK economy posted a surprise 0.1% growth in May despite the ongoing regional conflict's pressure on energy costs. Meanwhile, tensions in Khuzestan have spiked following the downing of a US drone and the emergency evacuation of a hospital in Ahvaz.

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US-Iran Strikes Escalate to Fifth Day, Tanker Hit; Markets Weigh Geopolitics and Rate Jitters
Morning Recap16 Jul 20261 min

US-Iran Strikes Escalate to Fifth Day, Tanker Hit; Markets Weigh Geopolitics and Rate Jitters

تشدید درگیری‌های آمریکا و ایران برای پنجمین روز، حمله به تانکر؛ بازارها درگیر تنش‌های ژئوپلیتیک و نگرانی نرخ بهره

Overnight, the conflict between the US and Iran intensified, marking the fifth consecutive day of exchanges, including a US strike on an Iran-linked tanker. Global markets are grappling with these escalating geopolitical tensions while also parsing signals of cooling inflation and potential shifts in interest rates, impacting assets from Bitcoin to gold.

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Conagra’s $2B Loss Signals Food Industry Crisis; Toman Tumbles as US Sea Drones Strike Bandar Abbas
Hourly Digest15 Jul 20261 min

Conagra’s $2B Loss Signals Food Industry Crisis; Toman Tumbles as US Sea Drones Strike Bandar Abbas

بحران در صنایع غذایی با زیان ۲ میلیارد دلاری کوناگرا؛ سقوط ریال همزمان با حملات پهپادی آمریکا به بندرعباس

The global food industry is reeling from Conagra’s massive dividend cut and $2 billion charge, while the Iranian Toman faces a 'war premium' as US sea drones target strategic naval facilities in Bandar Abbas.

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Thames Water Bonuses Surge Amid Debt Crisis; US-Iran Strikes Escalate for Fifth Day as Toman Weakens
Hourly Digest15 Jul 20261 min

Thames Water Bonuses Surge Amid Debt Crisis; US-Iran Strikes Escalate for Fifth Day as Toman Weakens

افزایش پاداش‌های Thames Water در بحبوحه بحران بدهی؛ تشدید حملات آمریکا و ایران برای پنجمین روز و تضعیف تومان

Despite facing a staggering £19.7 billion in debt and 'material uncertainty' about its future, UK's Thames Water has controversially increased bonus payouts to senior managers. Meanwhile, geopolitical tensions in the Middle East continue to mount, with the US and Iran exchanging strikes for a fifth consecutive day, directly impacting regional stability and driving up the value of safe-haven assets and foreign currencies in Iran.

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Cyber Mercenaries and Hormuz Heat: Toman Slumps as Oil Markets Brace for Impact
Hourly Digest15 Jul 20261 min

Cyber Mercenaries and Hormuz Heat: Toman Slumps as Oil Markets Brace for Impact

سایه هکرهای اجاره‌ای و تنش در هرمز: سقوط ریال در پی التهاب بازار نفت

A US trial exposes the dark world of corporate hacking as oil prices surge past $85 on renewed Middle East tensions. The Iranian Toman has depreciated 2.4% in 24 hours as the market reacts to the collapse of regional stability.

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Wartime Footing: Tehran Aligns Diplomacy with Military as Trump Threatens Infrastructure
Hourly Digest15 Jul 20261 min

Wartime Footing: Tehran Aligns Diplomacy with Military as Trump Threatens Infrastructure

وضعیت جنگی در تهران؛ هماهنگی دیپلماسی و میدان همزمان با تهدیدات زیرساختی ترامپ

Iran transitions to a fully coordinated diplomatic and military stance as Donald Trump threatens to destroy civilian infrastructure. Local markets are reacting sharply, with Gold and USD prices surging amid fears of a wider conflict in the Persian Gulf.

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Trump Threatens Iranian Infrastructure as Gold Hits Record Highs; Melbourne Scraps Lime Ebikes Over Safety
Hourly Digest15 Jul 20261 min

Trump Threatens Iranian Infrastructure as Gold Hits Record Highs; Melbourne Scraps Lime Ebikes Over Safety

تهدید ترامپ علیه زیرساخت‌های ایران و جهش قیمت طلا؛ ملبورن دوچرخه‌های برقی «لایم» را اخراج کرد

As Donald Trump threatens to target Iranian power plants and bridges, domestic gold prices have surged by 1.2%, reflecting deep market anxiety. Meanwhile, a major tech setback in Australia sees Melbourne banning Lime ebikes, signaling a global shift toward stricter regulation of micro-mobility giants.

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Trump Swaps Hormuz Tolls for Iranian Blockade as UK Moves to Ban IRGC Following 'Targeted Attack'
Hourly Digest14 Jul 20261 min

Trump Swaps Hormuz Tolls for Iranian Blockade as UK Moves to Ban IRGC Following 'Targeted Attack'

جایگزینی عوارض هرمز با محاصره دریایی ایران توسط ترامپ؛ بریتانیا در آستانه تروریستی اعلام کردن سپاه

President Trump has pivoted from a general shipping toll to a targeted maritime blockade of Iranian vessels, causing the Toman to drop 1.2%. Meanwhile, the UK Parliament is fast-tracking a vote to ban the IRGC following the suspicious death of a former minister.

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