WS #14034

From 499 msgs · 5 key-dev

The dominant themes (oil de-escalation, cooling inflation, drone tariffs, M&A) remain unchanged with no new data points or counter-signals. This window carries 5 key development(s), 5 at significance:high: Oil prices retreat ~2% despite Hormuz attacks, supporting risk-on equity rally; July PPI flat, cooling inflation cuts September Fed hike odds to ~36%; Reddit (RDDT) to join S&P 500, shares jump 11% after-hours; Trump signs drone tariff proclamation: 100% on sensitive drones, 15% on EU/JP/KR/TW, 10% on UK; Workday (WDAY) surges 16-18% on Silver Lake acquisition talks.

Topics

Key developments

  • Oil prices retreat ~2% despite Hormuz attacks, supporting risk-on equity rally
  • July PPI flat, cooling inflation cuts September Fed hike odds to ~36%
  • Reddit (RDDT) to join S&P 500, shares jump 11% after-hours
  • Trump signs drone tariff proclamation: 100% on sensitive drones, 15% on EU/JP/KR/TW, 10% on UK
  • Workday (WDAY) surges 16-18% on Silver Lake acquisition talks