WS #13941
The dominant US-Iran/Hormuz narrative remains unchanged and escalating, with no new data points or counter-signals. Other themes (CPI, AI infrastructure) are stable with no fresh catalysts. This window carries 5 key development(s), 4 at significance:high: Iran vows to prolong war until 2029, Trump claims total control of Hormuz; July CPI cools to 3.4% YoY, core at 2.5%, Fed hike odds drop to ~40%; CoreWeave and Nebius beat earnings, AI infrastructure demand surges; Strait of Hormuz oil flows drop to 4.9M bpd, EIA sees disruptions through 2027. A further 1 development(s) sit below significance:high.
Topics
Key developments
- Iran vows to prolong war until 2029, Trump claims total control of Hormuz
- July CPI cools to 3.4% YoY, core at 2.5%, Fed hike odds drop to ~40%
- CoreWeave and Nebius beat earnings, AI infrastructure demand surges
- Strait of Hormuz oil flows drop to 4.9M bpd, EIA sees disruptions through 2027
- US budget deficit surges to $432.3B in July, highest since March 2021