· Wednesday
Daily briefs generated by sembr, the open-source semantic intelligence engine · every item links to its sources
September minutes land tonight with October odds pinned near a fifth; December holds and the long end still leads
The market enters tonight's September minutes with October hike odds pinned near a fifth and December still the sell-side base case, while roughly $120bn of Treasury supply this week — not the minutes' wording — is the visible test of genuine long-end demand .
Houthi strikes hit Saudi airports as Iran accelerates tanker attacks and Kpler puts Hormuz flows 23% below prewar
Oil rose about 1% on Wednesday — December Brent to $101.54 and WTI to $89.31 — as Houthi attacks on southern Saudi airports and a Gulf storm threatening facilities holding 15% of US crude output outweighed recovering supply, while Kpler put Hormuz shipments at about 10.3 mn bpd, roughly 23% below its 13.5 mn bpd prewar baseline , and Iran accelerated tanker attacks with UKMTO logging nine in the waterway this month .