WS #12673
No material new developments in the last 30 minutes. The dominant narrative of Middle East escalation, oil price volatility, and Fed rate hike expectations remains unchanged. No counter-signals or de-escalation signals detected.
Topics
Key developments
- Saudi-led coalition strikes Hodeidah; Houthis vow 'crushing response'
- Brent crude tops $100; WTI settles at $89.31, up 9.17% for the week
- Fed rate hike odds surge to 82% for September as oil above $100 reignites inflation fears
- Apple rises 3.5% bucking tech selloff; Nasdaq falls 0.64%
- Trump threatens new tariffs on EU over tech fines; new 'forced labor' tariffs take effect
- Paramount agrees to delay Warner Bros. merger until June 2027
- LPG tanker with 28 Indian crew attacked near Strait of Hormuz
- ICC dismisses chief prosecutor Karim Khan over sexual misconduct claims