Exclusive: US carries out new strikes in Iran against a military site and drones, official says - Reuters
Geopolitics
The US has carried out new strikes on Iranian military sites and drone infrastructure, marking an escalation in direct US-Iran military engagement. This geopolitical shock creates immediate safe-haven demand, lifts defense/energy names, and pressures risk assets broadly.
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Angle
↔ PAIR+4% target-2% stoptactical / 3-5 days
Long defense (LMT, RTX, NOC) and crude (USO) as US-Iran strikes escalate; short SPY on risk-off shock.