{"id":64691,"date":"2026-07-13T05:38:16","date_gmt":"2026-07-13T09:38:16","guid":{"rendered":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/global-markets-react-to-fed-policy-shift-tech-price-hikes-and-geopolitical-shocks\/64691\/"},"modified":"2026-07-13T05:38:16","modified_gmt":"2026-07-13T09:38:16","slug":"global-markets-react-to-fed-policy-shift-tech-price-hikes-and-geopolitical-shocks","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/global-markets-react-to-fed-policy-shift-tech-price-hikes-and-geopolitical-shocks\/64691\/","title":{"rendered":"Global Markets React to Fed Policy Shift, Tech Price Hikes, and Geopolitical Shocks"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_84 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/global-markets-react-to-fed-policy-shift-tech-price-hikes-and-geopolitical-shocks\/64691\/#Key_Takeaways\" >Key Takeaways<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/global-markets-react-to-fed-policy-shift-tech-price-hikes-and-geopolitical-shocks\/64691\/#Feds_Bowman_Urges_Regulatory_Flexibility\" >Fed\u2019s Bowman Urges Regulatory Flexibility<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/global-markets-react-to-fed-policy-shift-tech-price-hikes-and-geopolitical-shocks\/64691\/#Tech_AI_Cloudflare_Target_Raised_Anthropics_21B_Ultimatum\" >Tech &amp; AI: Cloudflare Target Raised, Anthropic\u2019s $21B Ultimatum<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/global-markets-react-to-fed-policy-shift-tech-price-hikes-and-geopolitical-shocks\/64691\/#US_Politics_Scramble_to_Replace_Senator_Lindsey_Graham\" >U.S. Politics: Scramble to Replace Senator Lindsey Graham<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/global-markets-react-to-fed-policy-shift-tech-price-hikes-and-geopolitical-shocks\/64691\/#China_Moves_to_Regulate_Rental_Housing\" >China Moves to Regulate Rental Housing<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/global-markets-react-to-fed-policy-shift-tech-price-hikes-and-geopolitical-shocks\/64691\/#Middle_East_Hezbollah_Tunnels_Found_Under_Historic_Sites\" >Middle East: Hezbollah Tunnels Found Under Historic Sites<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Key_Takeaways\"><\/span>Key Takeaways<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li><strong>Fed Vice Chair Michelle Bowman<\/strong> calls for a global &quot;modernization&quot; of financial regulation, urging the <strong>Financial Stability Board (FSB)<\/strong> to prioritize material risks and maintain flexibility.<\/li>\n<li><strong>Cloudflare (<a href=\"\/stock\/NET\">NET<\/a>)<\/strong> shares receive a significant boost as <strong>TD Cowen<\/strong> raises its price target to <strong>$300<\/strong>, citing the company&#39;s critical role in securing &quot;agentic AI&quot; infrastructure.<\/li>\n<li><strong>The sudden death of U.S. Senator Lindsey Graham<\/strong> at age 71 has triggered a political scramble in South Carolina and adds fresh uncertainty to the Republican Senate majority.<\/li>\n<li><strong>Anthropic<\/strong> reportedly warns that a <strong>$21 billion investment<\/strong> hinges on &quot;copyright clarity,&quot; pressuring global regulators to resolve AI training data disputes.<\/li>\n<li><strong>The Israeli military<\/strong> uncovers a massive <strong>Hezbollah<\/strong> tunnel network beneath the 900-year-old <strong>Beaufort Castle<\/strong>, alleging the group exploited historical monuments for military storage.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Feds_Bowman_Urges_Regulatory_Flexibility\"><\/span>Fed\u2019s Bowman Urges Regulatory Flexibility<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Federal Reserve Vice Chair for Supervision <strong>Michelle Bowman<\/strong> delivered a high-profile speech in London today, outlining four guiding principles for modernizing global financial regulation. Speaking as chair of the <strong>Financial Stability Board\u2019s (FSB)<\/strong> Standing Committee, Bowman emphasized that regulators must focus on <strong>material financial risks<\/strong> rather than &quot;drifting&quot; into non-core areas. She argued that a flexible, risk-based approach is essential to ensure that the global banking system remains resilient without stifling sustainable economic growth.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Tech_AI_Cloudflare_Target_Raised_Anthropics_21B_Ultimatum\"><\/span>Tech &amp; AI: Cloudflare Target Raised, Anthropic\u2019s $21B Ultimatum<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>Cloudflare (<a href=\"\/stock\/NET\">NET<\/a>)<\/strong> is emerging as a top pick for AI-driven growth, with <strong>TD Cowen<\/strong> raising its price target from <strong>$265 to $300<\/strong>. Analysts highlight Cloudflare&#39;s &quot;Workers&quot; platform as the default infrastructure for AI-native applications, noting that its globally distributed architecture is uniquely positioned to secure autonomous AI agents. This follows a similar upgrade from <strong>Scotiabank<\/strong>, which also set a <strong>$300<\/strong> target, reflecting a bullish consensus on the company&#39;s 34% year-over-year revenue growth.<\/p>\n<p>In the broader AI sector, <strong>Anthropic<\/strong> has reportedly informed Australian officials that a planned <strong>$21 billion investment<\/strong> deal is contingent on &quot;copyright clarity.&quot; The AI startup is seeking legal assurances regarding the use of data for model training, a move that highlights the growing tension between tech giants and intellectual property regulators. While the company continues to expand its <strong>Claude<\/strong> platform, this massive deal remains in limbo as the Australian government shows no immediate rush to overhaul its copyright framework.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"US_Politics_Scramble_to_Replace_Senator_Lindsey_Graham\"><\/span>U.S. Politics: Scramble to Replace Senator Lindsey Graham<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Washington was stunned this morning by news of the sudden death of <strong>Senator Lindsey Graham<\/strong>, a veteran Republican and key ally of former President Donald Trump. Graham, who was seeking a fifth term, reportedly died of an aorta rupture. South Carolina Governor <strong>Henry McMaster<\/strong> is now tasked with appointing a temporary successor, while a special primary election has been fast-tracked for <strong>August 11, 2026<\/strong>. Potential contenders for the seat include State Attorney General <strong>Alan Wilson<\/strong> and Representative <strong>Nancy Mace<\/strong>.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"China_Moves_to_Regulate_Rental_Housing\"><\/span>China Moves to Regulate Rental Housing<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Beijing has unveiled new regulations aimed at stabilizing its volatile real estate sector by formalizing the <strong>housing rental market<\/strong>. The State Council decree, signed by Premier <strong>Li Qiang<\/strong>, encourages the conversion of unsold commercial properties into affordable rental units. This shift comes as China\u2019s 15th Five-Year Plan reportedly includes new &quot;bailout funds&quot; to prepare for potential financial crashes linked to local government debt and the property bubble.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Middle_East_Hezbollah_Tunnels_Found_Under_Historic_Sites\"><\/span>Middle East: Hezbollah Tunnels Found Under Historic Sites<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The <strong>Israel Defense Forces (IDF)<\/strong> released footage today of a 1.3-kilometer tunnel network discovered beneath the ruins of the medieval <strong>Beaufort Castle<\/strong> in southern Lebanon. The military accuses <strong>Hezbollah<\/strong> of converting historical monuments into weapons storage facilities and command centers to launch over <strong>400 rockets<\/strong> into northern Israel. The discovery of these deep, multi-level bunkers\u2014some reportedly 25 meters underground\u2014has complicated ongoing efforts to implement the <strong>2026 Lebanon-Israel Framework Agreement<\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways Fed Vice Chair Michelle Bowman calls for a global &quot;modernization&quot; of financial regulation, urging the Financial Stability Board [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":50383,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center 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