WS #10365
No material new developments in the last 30 minutes. The Strait of Hormuz crisis remains stable with no escalation or de-escalation. No counter-signals or non-dominant-narrative developments emerged. All previous high-significance items are carried forward unchanged.
Topics
Key developments
- KNDS plans IPO next week with €15-19B valuation
- Fed Chair Warsh's guidance shift may raise borrowing costs
- Iran peace deal walkout narrative recirculated without new details
- Germany's defense minister blames Trump for Hormuz crisis
- CENTCOM confirms 55 tankers carrying 17M barrels passed through Strait of Hormuz