WS #13635
No material new developments in the last 30 minutes. The dominant narrative remains de-escalation in the Strait of Hormuz, with no new data points or counter-signals to report.
Topics
Key developments
- US to lift Hormuz blockade once Iran-Oman deal announced
- Saudi Arabia's oil exports to US fall to zero barrels
- US Senate passes Russia-Iran sanctions bill (86-11)
- 2027 memory capacity sold out across Samsung, SK Hynix, Micron
- Apple to launch three new 'Ultra' products (iPhone, AirPods, MacBook)
- Meta's $567M judgment in New Mexico
- Trump renews efforts to fire Fed's Lisa Cook