WS #7963
No material new developments in the last 30 minutes. The stagflation narrative remains dominant with no counter-signals or de-escalation. All previously reported themes (stagflation, hawkish Fed, GameStop-eBay, AMD AI growth, Iran war oil impact, Turkey political risk, Ebola outbreak) are unchanged and carry forward as ongoing.
Key developments
- US consumer sentiment hits record low 44.8, inflation expectations rise
- Fed Governor Waller signals potential rate hike, traders price in hike by December
- GameStop seeks shareholder approval for massive share increase to fund eBay acquisition
- Ukraine drone strike on Gazprom Neft refinery; Sevastopol gasoline rationing; EU warns energy prices elevated through 2027
- WHO raises Ebola risk to 'very high' in DR Congo; CDC confirms US testing capacity