· Saturday
Daily briefs generated by sembr, the open-source semantic intelligence engine · every item links to its sources
Payroll beat snaps December hike odds back to ~78–85% as the front end reverses
October payrolls roughly doubled consensus and pulled the unemployment rate down with wages firm, so December hike pricing has reversed yesterday's slide and rebounded to roughly 78–85% across trackers, restoring a rate-driven, positive stock-bond correlation at the front end .
US hits a Qeshm air-defence site after the midterms as Qatar's bridge plan acquires written terms and Brent holds near $98
Late on 11/06 the US carried out fresh but limited strikes on an Iranian air-defence system — its first action since the Republican midterm defeats — while Iran's leadership reviewed a Qatari bridge proposal that would trade an immediate end to the naval blockade and part of $8bn in frozen assets for IAEA access to bombed nuclear sites and a two-day Hormuz reopening , leaving Brent near $98 after a $117-to-$94 round trip and a physical base with total Hormuz flow still 11.7 mb/d below baseline .