WS #14032
The dominant narrative (Middle East tensions, oil retreat, equities supported) remains unchanged with no counter-signals or de-escalation events. This window carries 6 key development(s), 3 at significance:high: UAE confirms two ADNOC vessels attacked in Strait of Hormuz; July PPI flat, lowering odds of September Fed hike; Silver Lake in talks to acquire Workday. A further 3 development(s) sit below significance:high.
Topics
Key developments
- UAE confirms two ADNOC vessels attacked in Strait of Hormuz
- July PPI flat, lowering odds of September Fed hike
- Silver Lake in talks to acquire Workday
- North Korea vows to expand nuclear deterrent
- PJM proposes backstop power procurement for data centers
- SpaceX rebounds on Norway fund stake, short squeeze