WS #13632
No material new developments in the last 30 minutes. The dominant narratives (US labor market contraction, Fed hold expectations, Hormuz de-escalation, Fed independence, Meta judgment, AMD-Taalas) remain unchanged with no new data points or counter-signals. The situation is stable and no new actionable market-moving information has emerged.
Topics
Key developments
- US official says Iran-Oman Hormuz deal expected soon, US to lift blockade
- Trump renews effort to fire Fed Governor Lisa Cook
- US Senate passes sweeping Russia sanctions bill allowing 100% tariffs on oil buyers
- Meta ordered to pay $567M in New Mexico youth mental health case
- AMD acquires AI inference chip startup Taalas
- Tesla breaks ground on $16.8B Terafab, Jefferies cuts PT to $350
- Houthi attacks kill 45 Yemeni troops, oil risk remains elevated
- Solar stocks rally on Trump's 15% polysilicon tariff