WS #11241
No material new developments in the last 30 minutes. The dominant signals from the previous window—weak June jobs report and Strait of Hormuz shutdown—remain unchanged, with no counter-signals or de-escalation reported.
Topics
Key developments
- June US jobs miss sharply: 57,000 added vs 115,000 expected, unemployment 4.2%
- Strait of Hormuz completely shut down
- Micron stock surges 9 points after Trump announces $250M contribution to Trump Accounts
- Rivian raises 2026 delivery forecast on strong van and SUV demand
- Russian strikes on Kyiv kill 20; Ukrainian attacks on oil refineries cause fuel shortages in Crimea