Intelligence Feed event · Geopolitical · 2026-07-29

    US conducts second straight day of large‑scale strikes on about 90 Iranian coastal military sites

    Question

    US conducts second straight day of large‑scale strikes on about 90 Iranian coastal military sites

    Direct answer

    The renewed US–Iran exchange lifts global energy risk premia, supporting Brent (BRN00), WTI (CL1), and US defense stocks (LMT, RTX), while steepening US front‑end rates volatility (MOVE index) and encouraging safe‑haven flows into gold (XAUUSD) and the dollar index (DXY).

    Original publisher
    Market Ontology
    Evidence through
    2026-07-29
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “US conducts second straight day of large‑scale strikes on about 90 Iranian coastal military sites”, revision 1, evidence through 2026-07-29. https://marketontology.com/market-events/2026-07-29/us-conducts-second-straight-day-of-large-scale-strikes-on-about-90-iranian-coast-da4e2a

    GEOPOLITICAL
    US conducts second straight day of large‑scale strikes on about 90 Iranian coastal military sites
    The renewed US–Iran exchange lifts global energy risk premia, supporting Brent (BRN00), WTI (CL1), and US defense stocks (LMT, RTX), while steepening US front‑end rates volatility (MOVE index) and encouraging safe‑haven flows into gold (XAUUSD) and the dollar index (DXY).
    BRN00CL1LMTRTXXAUUSDDXY
    Impact
    96
    JUL 29
    SIG
    BRN00CL1LMT
    US conducts second straight day of large‑scale strikes on about 90 Iranian coastal military sites
    The renewed US–Iran exchange lifts global energy risk premia, supporting Brent (BRN00), WTI (CL1), and US defense stocks (LMT, RTX), while steepening US front‑end rates volatility (MOVE index) and encouraging safe‑haven flows into gold (XAUUSD) and the dollar index (DXY).
    Impact
    The renewed US–Iran exchange lifts global energy risk premia, supporting Brent (BRN00), WTI (CL1), and US defense stocks (LMT, RTX), while steepening US front‑end rates volatility (MOVE index) and encouraging safe‑haven flows into gold (XAUUSD) and the dollar index (DXY).
    Affected
    BRN00CL1LMTRTXXAUUSDDXY

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    What happened next

    AssetCallBase close+1 day+5 days+20 days
    LMTUpdisagreed569.20 2026-07-29+0.86%+1.48%-0.63%
    RTXUpdisagreed215.25 2026-07-29-0.40%+3.28%-1.51%

    Closing prices from stored daily bars; returns measured from the last close on or before the event date. Not a recommendation.

    Sources

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