WS #13255
No material new developments in the last 30 minutes. The dominant US-Iran/Hormuz narrative remains unchanged, with no new counter-signals or de-escalation data points. Other themes (tech selloff, Apple supply constraints, Eurozone inflation) also show no fresh updates. The situation is stable relative to the previous synthesis.
Topics
Key developments
- Iran denies any agreement to reopen Strait of Hormuz, contradicting Trump's claim
- OPEC+ approves 188,000 bpd production increase for September, completing unwinding of 2023 cuts
- Hedge funds sold tech at historic pace ahead of AI fund liquidation
- SpaceX stock falls sharply post-IPO, short sellers gain billions
- Eurozone inflation rises to 2.9% in July on energy prices