Targeted EU Sanctions
+0.3%
The most likely path is a limited EU sanctions package focused on IRGC-linked cyber operators, malware infrastructure, and front companies rather than broad economic measures. France keeps the attribution campaign public, while Tehran continues to deny involvement and mock the accusations.
What it moves
- Technology+0.6%
- Business Services+0.3%
- Consumer Non-Cyclicals−0.2%
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