U.S. officials successfully intercepted Iranian drones targeting commercial vessels in the Strait of Hormuz, a move that cooled hopes for peace negotiations. The operation, confirmed by U.S. sources, triggered market volatility as investors reacted to heightened conflict risks. Oil prices surged, and U.S. stocks and bonds weakened amid growing uncertainty.

Analysts noted that the situation underscored the fragility of current economic stability, with key figures warning of potential long-term effects. Market participants are closely watching developments, especially as data on stockpiling and energy reserves emerges later this week.