WS #13922

From 499 msgs · 11 key-dev

The dominant narratives (CPI, oil supply crisis, AI capex) remain unchanged with no new data points or counter-signals. This window carries 11 key development(s), 6 at significance:high: July CPI matches expectations, Fed hike odds drop to ~42%; IEA slashes 2026 oil supply forecast, Hormuz remains closed; CoreWeave and SMCI beat and raise, AI capex trade strengthens; US and Iran agree to extend 60-day ceasefire; Ukraine pauses drone strikes on Russian oil tankers at US request; Houthis strike Saudi Aramco Berri Gas Plant. A further 5 development(s) sit below significance:high.

Topics

Key developments

  • July CPI matches expectations, Fed hike odds drop to ~42%
  • IEA slashes 2026 oil supply forecast, Hormuz remains closed
  • CoreWeave and SMCI beat and raise, AI capex trade strengthens
  • US and Iran agree to extend 60-day ceasefire
  • OPEC cuts 2026 demand growth forecast to 580k bpd
  • Ukraine pauses drone strikes on Russian oil tankers at US request
  • Houthis strike Saudi Aramco Berri Gas Plant
  • Foxconn Q2 profit surges 35% on AI server demand