WS #13614
No material new developments in the last 30 minutes. The dominant narrative (July jobs report, OpenAI Astra slowdown, Airbnb surge, Strait of Hormuz escalation) remains unchanged with no counter-signals or de-escalation. Markets are likely to continue on the established risk-on path.
Topics
Key developments
- OpenAI slows Astra model release citing critical cyber capabilities
- Airbnb surges 16% to 4-year high on Q2 beat, raised guidance
- Strait of Hormuz shipping disruptions escalate with only 8 ships transiting
- BofA Bull & Bear Indicator hits 9.7, highest since 2021
- Alphabet raises $25B in bond offering