WS #13910
The Hormuz crisis narrative remains stable with no new escalation or de-escalation signals, and no counter-signals have emerged. Market focus remains on the upcoming US CPI report and the ongoing oil supply risk. This window carries 5 key development(s), 3 at significance:high: Iran's security chief reiterates Hormuz closure conditions; oil surges toward $90/bbl; Foxconn reports strong AI demand, Q3 revenue growth expected; US CPI report expected to show modest rebound, core inflation cooling. A further 2 development(s) sit below significance:high.
Topics
Key developments
- Iran's security chief reiterates Hormuz closure conditions; oil surges toward $90/bbl
- Foxconn reports strong AI demand, Q3 revenue growth expected
- Tata Sons Chairman N Chandrasekaran steps down; Tata group stocks tumble
- US CPI report expected to show modest rebound, core inflation cooling
- North Korea fires ballistic missile ahead of US-South Korea military drills