Israel and Lebanon will extend the ceasefire for another three weeks, US President Donald Trump <a href="https://truthsocial.com/@realDonaldTrump/posts/116456113408853958">said </a>on Truth Social. The parties reached <a href="https://oninvest.com/article/izrail-i-livan-soglasovali-10-dnevnoe-prekrasenie-ogna-tramp">an</a> initial agreement on April 16, at which time it was a truce for 10 days.

Israel and Lebanon will extend truce, Trump announced. This is important for negotiations with Iran

On Friday, April 17, Iranian Foreign Minister Abbas Arkakchi <a href="https://t.me/SeyedAbbasAraghchiIr/6266">announced</a> that the Strait of Hormuz has fully opened to commercial shipping. This came after Israel and Lebanon agreed to a 10-day cease-fire a day earlier. Araqchi noted that ships could travel through the strait along an "agreed route" during the period of the agreement.

Why did Iran open the Strait of Hormuz? 

This could create more problems for the oil market

Yemen's Houthis have entered the war on the side of Iran

Only two scenarios - and both are unlikely, according to Rapidan Energy President Bob McNally - can curb price increases

More expensive than in 2008: ex-White House adviser predicts oil price spike

Emaar Properties PJSC

Dubai has been hit by a missile - it has become a serious stress test for the city, which positions itself as a global financial and investment center. However, so far, investors are reacting with restraint to the event, which should have shaken up one of the most expensive real estate markets in the world, partner of CTL multifamily office Ekaterina Ponka told Oninvest.

Emirates under missile attack: a test of the resilience of the Sheikh economy

Israel launched a tenth wave of airstrikes on Tehran on Wednesday, with the country's defense minister vowing that "any leader" chosen by the Iranian regime would be an "obvious target for elimination". The price of Brent crude rose 12% in two days and continued to rise after traders assessed US President Donald Trump's order to insure and escort tankers passing through the Strait of Hormuz. Goldman Sachs head David Solomon believes that markets have reacted to the war in the Middle East with restraint, but investors will need a couple of weeks to make sense of what is happening. Elena Chirkova, Senior Partner at <a href="https://movchans.com/ru">Movchan</a> 's Group of Investment Management Companies, <a href="https://www.facebook.com/share/p/14rVUHgsumq/?mibextid=wwXIfr">analyzes the</a> markets' reaction to the conflict on her Facebook page.

Markets vote with money: why Middle East stocks don't believe Iran will win

NextVision Stabilized Systems, Ltd.

Aryt Industries Ltd.

Gilat Satellite Networks Ltd.

Mobilicom Limited

ParaZero Technologies Ltd.

The escalating conflict between Israel and the U.S. and Iran is fueling demand for modern warfare defense and software systems faster than supply chains can keep up. In Israel’s equity market, this has significantly boosted defense and tech companies. On <a href="https://www.tradingview.com/news/te_news:529637:0-israel-stocks-hit-record-high/#:~:text=Israel%E2%80%99s%20main%20stock%20index%2C%20the%20TA%2D125%2C%20surged%20nearly%206%25%20on%20Monday">Monday</a>, the Tel Aviv Stock Exchange’s benchmark TA-125 index rose as much as 6% intraday. On <a href="https://market.tase.co.il/en/market_data/index/137/major_data#:~:text=Previous%20Trading%20Days">Tuesday</a>, the index closed up 4.75%.

Which small Israeli defense tech stocks can vie with large peers for defense budgets?

As oil rises in price and Asian indices go into a steep dive, David Solomon warns: it will take weeks to realize the consequences of war in the Middle East

Goldman Sachs head surprised by 'calm' markets amid conflict in Middle East

Elbit Systems Ltd.

RTX Corporation

Lockheed Martin Corporation

The Boeing Company

Metallus Inc.

Kennametal Inc.

ATI Inc.

Taylor Devices, Inc.

V2X, Inc.

Elsight Limited

U.S. Secretary of State Marco Rubio said that Tehran produces about 100 ballistic missiles a month, while the Americans have only 8 THAAD interceptors in the same time. But the main problem now is Iranian drones that attack US allies across the Middle East. If the intensity of Shahed-136 launches continues at the current level, the stockpile of PAC-3 (Patriot Advanced Capability-3) missiles in the region could dwindle to a critical level within days, a Bloomberg source said.

Arms race: from MIC giants to small and medium-sized contractors

Rolls-Royce Holdings plc

Citigroup has revised its global strategy, choosing the UK's FTSE 100 index as its main "geopolitical hedge"

Citigroup has upgraded its rating on UK stocks. Why did they become a "safe haven"? 

On the first day of trading after the start of a large-scale military conflict between Israel and the United States and Iran, in which other Middle Eastern oil-producing countries were also involved, oil prices predictably jumped. Sergey Pigarev, Senior Analyst at Freedom Finance Global, wrote for Oninvest about who in the Middle East was in a more favorable position and how long the period of high oil prices will last.

Oil prices jumped due to the war in the Middle East. Who in the region is in a better position?  

The main European indices collapsed following the Asian indices as investors react to the US and Israel's operation against Iran. Last weekend was a test for millions of people around the world: the images of Iranian bombing, US fighter jets <a href="https://www.bloomberg.com/news/live-blog/2026-03-01/iran-latest?srnd=homepage-europe">shot down by</a> "friendly fire" and a deserted mall in Dubai are shocking: one of the first reactions is not a calculation of asset returns, but pure, evolutionary fear or at least anxiety. Psychologist Michael Tegin urges us not to fuss and to look at the facts: the market almost always recovers faster than we can imagine.