· Thursday
Daily briefs generated by sembr, the open-source semantic intelligence engine · every item links to its sources
September minutes restore the hawkish skeleton as Waller keeps October open; the long end sets a 2002-era settle
The September minutes showed near-unanimous support for one more hike by year-end and named AI investment as an inflation source for the first time, while Waller endorsed "additional hikes" but stressed flexibility on pace — leaving October priced near a fifth and the 10-year at its highest settle since April 2002 .
Iran declares the Hormuz southern lane closed as CENTCOM rejects the claim, Brent tops $104 and a pre-midterm strike report lands
Oil jumped and risk assets sold off as Iran declared the Oman-coast transit lane closed and an IRGC adviser said the strait "is closed" while US Central Command called the claim untrue and Rubio said Iran had "lost complete control" of the waterway , Houthi attacks damaged two Saudi airports and a tanker was struck off Qatar — Brent +3.8% to $104 , December Brent $102.79 and WTI $89.46 — against a Guardian relay of an Atlantic report that the White House has asked the Pentagon to prepare strike options that could run before next month's midterms .