Crude Oil: Brent crude hovers near $95 per barrel as U.S.-Iran hostilities reignite, with WTI above $90. U.S. Dollar: The DXY index pushes toward 99.85 as yields surge and Fed hike bets rise to 70% for September. Treasury Yields: The 10-year yield hits 4.814%, highest since November 2023, with the 2-year also climbing. Defense & Energy Plays: Companies tied to oil production and defense stand to...