WS #14295

From 292 msgs · 5 key-dev

The dominant US-Iran tension narrative remains unchanged with no new data points or counter-signals. This window carries 5 key development(s), 4 at significance:high: Iran shifts to 'fully offensive' posture, US rules out ceasefire extension, Hormuz traffic near zero; Nvidia to provide up to $105B guarantee for OpenAI's Ohio data center; Anthropic revenue run rate tops $65B ahead of IPO; 30-year Treasury yield hits 5.29%, highest since 2007. A further 1 development(s) sit below significance:high.

Topics

Key developments

  • Iran shifts to 'fully offensive' posture, US rules out ceasefire extension, Hormuz traffic near zero
  • Nvidia to provide up to $105B guarantee for OpenAI's Ohio data center
  • Anthropic revenue run rate tops $65B ahead of IPO
  • Copper supply crunch grips market as key spread flares out
  • 30-year Treasury yield hits 5.29%, highest since 2007