WS #13654
No material new developments in the last 30 minutes. The dominant dovish Fed narrative and the Strait of Hormuz situation remain unchanged, with no counter-signals or de-escalation to report.
Topics
Key developments
- Merchant vessel attacked and set ablaze near Strait of Hormuz; US to lift blockade once Iran-Oman deal reached
- US Senate passes Russia/Iran sanctions bill authorizing up to 100% tariffs on top buyers of Russian energy
- Trump reopens bid to fire Fed Governor Lisa Cook, adding to policy uncertainty
- Amazon raises 2026 capex to $220B citing memory costs; global LPDDR shortage hits MacBook Air supply
- Over 900 million SpaceX shares unlock, stock up 6% despite lockup; Tesla faces volatility amid merger rumors
- Apple files formal request to halt OpenAI's AI device development, alleging IP theft
- Colombia's new president backs oil and gas, signaling energy policy shift
- Ukrainian drones strike Russia's Syzran Oil Refinery, setting it ablaze