WS #9075
No genuinely new material developments detected in the last 30 minutes. The dominant risk-off narrative from the previous window remains unchanged, with no counter-signals or de-escalation events to report.
Key developments
- Fed rate hike odds jump to 52% after blowout jobs report; stocks and bonds fall
- Bitcoin breaks below $60,000 for first time since October 2024; memecoins dive 9%
- Strait of Hormuz traffic near zero as peace talks stall; Iran inflation hits WWII high
- Broadcom (AVGO) down $100 in two days after disappointing guidance
- S&P rejects fast entry for SpaceX, delaying $14B in passive inflows
- Nvidia CEO summoned over China chip sales, adding regulatory risk
- Reid Hoffman leaving Microsoft board after almost a decade