Lebanon said on the 8th Israeli jets struck the Al-Arita Hirlinn area in the Nabatieh region in the early hours after the area had been shelled earlier, and later hit multiple targets in the Bint Jbeil area. The Lebanese Health Ministry said on the 7th that Israeli attacks since fighting flared again on March 2 have killed 4,320 people and wounded 12,203. Israel, the US and Lebanon concluded a new round of ceasefire-and-withdrawal talks in Washington on June 26 and announced a three-party framew

Haitong International chief economist Zhang Yidong said on July 8 that late‑June Fed commentary lifted rate‑hike expectations and strengthened the dollar, while end‑1H portfolio rebalancing and Meta’s compute announcement sparked demand worries — together triggering a sharp early‑July selloff in global AI/tech stocks. He said the correction has not yet fully run and needs time to de‑risk: markets have not fully priced in a stronger dollar, sticky inflation and tighter Fed policy, and micro‑liquidity strains — overcrowded AI positioning and funding pressure on AI equities and credit — require time to unwind. After an initial large decline, some pressure from the dollar, oil/inflation and micro crowding has been partly relieved but not digested; Zhang expects the AI move to shift from a plunge to a choppy, differentiated downtrend with short‑term strength in consumer and high‑dividend assets, and a potential renewed AI uptrend once pressures ease further.

US President Trump said he may strike Iran again tonight.