WS #11080
No material new developments in the last 30 minutes. The dominant narrative of Strait of Hormuz de-escalation and its counter-signal to oil supply disruption thesis remains unchanged. No new data points or cross-source corroboration to report.
Topics
Key developments
- Strait of Hormuz traffic rebounds >50% as US-Iran indirect talks begin in Doha
- AeroVironment shares surge 28% on record earnings and defense backlog
- US JOLTS job openings beat expectations at 7.618M vs 7.2955M forecast
- Bitcoin could fall below $50,000 as liquidity tightens, expert warns
- Morgan Stanley slashes oil price forecasts on Strait of Hormuz reopening