WS #13734
No material new developments in the last 30 minutes. The US-Iran conflict and Strait of Hormuz closure narrative remains unchanged, with no new data points or counter-signals to report.
Topics
Key developments
- Trump may drop nuclear deal demand if Iran reopens Strait of Hormuz
- Houthis claim attack on Saudi Aramco refinery at Jazan
- Iran sets tough conditions for reopening Strait of Hormuz
- Pentagon urges defense industry to accelerate weapons production
- Berkshire Hathaway Q2 earnings beat, buybacks increased
- China July PPI eases to 3.5%, CPI slows to 0.5%
- Amazon raises 2026 capex to $220B on AI infrastructure
- Firmus raises $2B at $10.5B valuation for AI data centers