· Wednesday
Daily briefs generated by sembr, the open-source semantic intelligence engine · every item links to its sources
Election-night flight to quality breaks the oil–bond link as December holds near 79%
December hike pricing is still a priced consensus at roughly 71–79% , but the marginal information has moved to the growth side — Treasuries began behaving like a haven, the year-long oil-bond link broke, and 2027 hike pricing was trimmed from two moves to one — the first genuinely growth-sourced bid for duration in weeks.
IMO refuses to certify Hormuz mine clearance as Iran turns to limpet mines and Brent holds near $105
The legal and physical layers hardened while the political layer thinned — the IMO Secretary-General said in London on 11/02 that the organization cannot confirm whether mines in the strait's traffic-separation scheme have been cleared and still does not recommend transit , as the Wall Street Journal reported Iran has shifted to guerrilla-style interdiction "from rocket-propelled grenades to limpet mines" , while Trump said he is "not in a hurry" on restarting the war and Brent firmed only 0.33% to $105.12 .