WS #14338
Holding: newest synthesis is 36d 18h old
The dominant narrative remains the US strike on Iranian rocket launchers in the Strait of Hormuz. The Fed's hawkish stance and the US-Venezuela oil deal are unchanged.. This window carries 5 key development(s), 2 at significance:high: US strikes Iranian launchers on Larak Island in Strait of Hormuz, first military action in a month; Fed Chairman Warsh signals hawkish stance, markets price 60% chance of September rate hike. A further 3 development(s) sit below significance:high.
Topics
Key developments
- US strikes Iranian launchers on Larak Island in Strait of Hormuz, first military action in a month
- Fed Chairman Warsh signals hawkish stance, markets price 60% chance of September rate hike
- US-Venezuela oil deal to refill Strategic Petroleum Reserve with 65 billion barrels
- Aon nears $17 billion deal to acquire insurance broker USI from KKR
- Trump escalates US-Canada trade war rhetoric, threatens tariffs on all Canadian goods