· Wednesday
Daily briefs generated by sembr, the open-source semantic intelligence engine · every item links to its sources
Brent clears $100 into CPI week; September stays near 60% as the "Bessent Put" caps the long end
With no fresh Fed signal, the September decision has compressed into the CPI-implied core-PCE range: hike pricing holds near 60% (59.4–62% across snapshots) , Brent has cleared $100 and the 10Y sits at 4.81% , while BofA reframes the Treasury's enlarged buybacks as an active long-end cap — the "Bessent Put" — and Bloomberg reports a structural push to cut the number of FOMC meetings .
Brent breaks $100 as U.S. sinks five Iranian tankers, Iran hits Gulf shipping and a Jordan base
Escalation on every layer — Brent crossed $100 intraday for the first time since July 24 after the U.S. destroyed five Iranian oil tankers and Iran's IRGC claimed missile fire on a U.S. base in Jordan plus strikes on 10 ships near Hormuz, while Houthi attacks on Saudi Arabia keep both oil chokepoints impaired .