WS #13654
Holding: newest synthesis is 93d 3h old
No material new developments in the last 30 minutes. The dominant dovish Fed narrative and the Strait of Hormuz situation remain unchanged, with no counter-signals or de-escalation to report.
Topics
Key developments
- Merchant vessel attacked and set ablaze near Strait of Hormuz; US to lift blockade once Iran-Oman deal reached
- US Senate passes Russia/Iran sanctions bill authorizing up to 100% tariffs on top buyers of Russian energy
- Trump reopens bid to fire Fed Governor Lisa Cook, adding to policy uncertainty
- Amazon raises 2026 capex to $220B citing memory costs; global LPDDR shortage hits MacBook Air supply
- Over 900 million SpaceX shares unlock, stock up 6% despite lockup; Tesla faces volatility amid merger rumors
- Apple files formal request to halt OpenAI's AI device development, alleging IP theft
- Colombia's new president backs oil and gas, signaling energy policy shift
- Ukrainian drones strike Russia's Syzran Oil Refinery, setting it ablaze