WS #7417
No material new developments detected in the last 30 minutes. The dominant macro themes (Iran conflict, oil prices, rate hike expectations) remain stable with no new data points or counter-signals. Previous high-significance items (Microsoft stake, pipeline deal, Ebola monitoring) carry forward unchanged.
Key developments
- Oil surges as Strait of Hormuz remains closed after Trump-Xi summit fails to secure safe passage
- Traders now see next Fed move as rate hike as soon as December after inflation surge
- Bill Ackman's Pershing Square reveals sizable Microsoft stake, MSFT up ~4%
- Trump purchased up to $1M in Nvidia stock before China chip approval
- Canada and Alberta strike deal to advance West Coast oil pipeline targeting Asian markets by Sept 2027
- Nasdaq 100 drops, Intel crashes 7% on rate-hike panic and AI exuberance fading
- Goldman Sachs risk appetite indicator hits highest since 2021
- CDC monitoring Ebola in DRC/Uganda and Hantavirus, daily briefings to White House