· Friday
Daily briefs generated by sembr, the open-source semantic intelligence engine · every item links to its sources
Warsh refuses to pre-commit as hot PPI meets a haven bid that finally put bonds back in hedge
Chair Warsh's IMF remarks — he declined to signal the October decision and said the Fed will no longer pre-announce policy — locked market expectations near an 87% October hold even as September PPI printed a four-year high and September CPI beat on core for a second month , leaving the long end to rally through both prints on a tech-led flight to quality .
Record 12 ships attacked in Hormuz in a single week as Iran's navy claims full control and oil slips on reserve-release plans
Attacks on shipping in and around the Strait of Hormuz hit a record weekly high of 12 vessels between 5 and 11 October — the largest number reported to UKMTO since the war began, with four more attacks so far this week — while Iran's army navy declared the waterway "fully under the control and supervision" of its navy and the IRGC navy and reported a "violating" tanker on fire in the eastern strait , and oil fell Friday as traders weighed plans to accelerate emergency reserve releases against Middle East supply risk .