WS #13659
No material new developments in the last 30 minutes. The dominant narrative remains the de-escalation in the Iran conflict and the dovish Fed stance, both of which were already captured in the previous synthesis. No counter-signals or new data points have emerged to alter the current market outlook.
Topics
Key developments
- US expects Iran-Oman deal on Strait of Hormuz 'soon'
- US Senate passes Russia sanctions bill with 100% tariff authority
- Weak July jobs report solidifies dovish Fed, gold surges
- Ukraine drone strikes hit Russian refineries, but CPC infrastructure spared
- Nvidia to invest up to $3B in Lancium, Stargate data centre developer