WS #13212
No material new developments in the last 30 minutes. The dominant themes (US-Iran escalation, energy bullish, Apple selloff, Fed hawkishness) remain unchanged with no new data points or counter-signals to report.
Topics
Key developments
- Greek LNG carrier Gaslog Shanghai struck in Strait of Hormuz, causing blackout and intensifying supply disruption fears
- US Treasury and Japan intervene to prop up yen, first joint action in nearly three decades
- Apple slumps 7.5% premarket after Tim Cook's final earnings call; supply constraints and services miss weigh
- MicroStrategy authorizes plan to sell up to $5B in Bitcoin, bearish for crypto
- Fed holds rates with three dissents favoring a hike; dissenters argue for hikes to avoid entrenched inflation