WS #10615
No material new developments in the last 30 minutes. The dominant themes from the previous synthesis remain unchanged: Strait of Hormuz traffic normalization continues, macro risk-off sentiment persists, and no new counter-signals or MAG7-specific developments have emerged.
Topics
Key developments
- Strait of Hormuz traffic normalizing rapidly: 72 ships, 20M barrels in 24 hours
- Bitcoin drops below $60k, risk-off sentiment intensifies
- Broadcom unveils Jalapeno AI chip co-designed with OpenAI
- Google announces app store billing changes with lower fees
- US Senate passes bill to limit military campaign against Iran
- US says China's actions 'deeply destabilizing' over Taiwan waters harassment
- Iraq's Kurdistan says foreign oil firms resume operations
- Federal judge permanently blocks Trump proof-of-citizenship voting requirement