WS #10297
No material new developments in the last 30 minutes. The Strait of Hormuz closure narrative remains dominant with no new confirmations or counter-signals. The Lebanon ceasefire order from Netanyahu and France's stance on Iran sanctions are unchanged from previous reporting. No new data points to update the market-moving picture.
Topics
Key developments
- Iran closes Strait of Hormuz; Brent up 4.7% in 24h
- Netanyahu orders IDF to halt operations in Lebanon
- Zelenskyy confirms new 3,000km-range drones struck Tyumen oil refinery
- Fed's favorite inflation gauge seen showing faster inflation
- France says will not support lifting UN sanctions on Iran without nuclear deal