WS #12673
Holding: newest synthesis is 53d 12h old
No material new developments in the last 30 minutes. The dominant narrative of Middle East escalation, oil price volatility, and Fed rate hike expectations remains unchanged. No counter-signals or de-escalation signals detected.
Topics
Key developments
- Saudi-led coalition strikes Hodeidah; Houthis vow 'crushing response'
- Brent crude tops $100; WTI settles at $89.31, up 9.17% for the week
- Fed rate hike odds surge to 82% for September as oil above $100 reignites inflation fears
- Apple rises 3.5% bucking tech selloff; Nasdaq falls 0.64%
- Trump threatens new tariffs on EU over tech fines; new 'forced labor' tariffs take effect
- Paramount agrees to delay Warner Bros. merger until June 2027
- LPG tanker with 28 Indian crew attacked near Strait of Hormuz
- ICC dismisses chief prosecutor Karim Khan over sexual misconduct claims