WS #13774
No material new developments in the last 30 minutes. The dominant US-Iran/Hormuz narrative remains unchanged and is still ESCALATING, with no new confirmed events or counter-signals. All other themes (gold, US CPI, China inflation, NVIDIA, Apple) are stale and carry no fresh data points. Therefore, no new key developments are added this cycle.
Topics
Key developments
- Iran missiles reportedly strike tanker in US-backed Hormuz corridor, oil opens +2%
- Houthis attack Saudi Aramco's Jazan refinery, widening Red Sea blockade
- US nonfarm payrolls unexpectedly fell 23k in July, trimming Fed rate hike odds
- UBS reiterates $5,000/oz gold target by H1 2027, gold at seven-week high
- China July CPI rises only 0.5% y/y, below expectations; PPI 3.5% y/y
- NVIDIA testing lower-memory Rubin Ultra GPU designs due to HBM shortage
- Core Scientific partners with AMD for 500MW data-center capacity
- Element Fleet submits A$3.80/share bid for FleetPartners (34.3% premium)