WS #8755
No genuinely new developments in the last 30 minutes. The previous synthesis already captured the Iran-US escalation and oil market impacts. No counter-signals or de-escalation signals detected.
Key developments
- Iran suspends US talks, vows to close Strait of Hormuz and Bab al-Mandeb
- Analysts tell OPEC+ Hormuz disruption to last through year-end; oil could hit $180/bbl by August
- US crude exports hit record on Middle East supply crisis
- Anthropic confidentially files for IPO with expected market cap above $1.8 trillion
- Bitcoin extends slide as spot ETF outflows hit record; Strategy sells Bitcoin for first time since 2022
- Barclays raises AMD price target to $665 from $500, maintains Overweight
- JP Morgan raises Palo Alto Networks price target to $300 from $200, maintains Overweight
- Berkshire Hathaway purchases homebuilder Taylor Morrison