WS #13290
No material new developments in the last 30 minutes. The dominant narrative remains the fragile US-Iran de-escalation with Iran's denial of any Hormuz deal, and no new data points have emerged to alter the picture. Oil prices, yen intervention, and tech earnings continue to follow previously reported trends without fresh catalysts.
Topics
Key developments
- Iran denies Hormuz deal, contradicting Trump's claim of agreed framework
- Trump announces new Iran talks Monday, cancels planned strikes
- US and Japan confirm coordinated yen intervention, signal readiness for more
- OPEC+ confirms 188k bpd September output hike, completing rollback of voluntary cuts
- Microsoft and Amazon strong earnings drive tech optimism, but AI capex concerns persist
- Strategy Inc. reports $8.22B loss, authorizes $5B Bitcoin sale, pressuring crypto