WS #13977
The Hormuz standoff and oil supply disruptions remain the dominant themes, but no new data points or counter-signals have emerged to alter the existing narrative. This window carries 15 key development(s), 4 at significance:high: Iran reiterates Hormuz blockade, Trump claims 'total control' as traffic remains minuscule; Ukrainian drone strikes on Russian refinery and Houthi attacks on Saudi infrastructure tighten oil supply; Cisco reports record AI orders, Lenovo beats on AI demand, NVIDIA plans $500B AI data center financing; July CPI in line at 3.4%, September Fed hike odds drop to ~40%, gold above $4,400. A further 11 development(s) sit below significance:high.
Topics
Key developments
- Iran reiterates Hormuz blockade, Trump claims 'total control' as traffic remains minuscule
- Ukrainian drone strikes on Russian refinery and Houthi attacks on Saudi infrastructure tighten oil supply
- Cisco reports record AI orders, Lenovo beats on AI demand, NVIDIA plans $500B AI data center financing
- July CPI in line at 3.4%, September Fed hike odds drop to ~40%, gold above $4,400
- China switches from depleting oil reserves to restocking, signaling sharp reversal in crude demand
- US Treasury 10-year auction clears at 4.683% yield, highest since 2008
- South Korea's central bank buys gold for first time in 13 years, joining global reserve managers
- ThyssenKrupp cuts sales outlook, Q3 order intake down 24%, but raises lower end of EBIT target