Daily curated insights from RSS, trends, and YouTube
Hormuz inflation dilemma — Iran-US clash drives US consumer sentiment to a record low while Fed cut hopes evaporate. KOSPI 7,498 holds as Intel hits ATH on Apple deal.
Hormuz chronic risk — April ceasefire fractures into a permanent regime. Big Tech AI capex $725B vs FCF 10-year low, Anthropic in talks for $1T, KOSPI all-time high with Korea stock-suppression bill, soft ADP and PTJ on Fed cut.
Hormuz Strait clash — May 8 daily briefing: Hormuz US–Iran clash sends WTI +2%, US trade court strikes down Trump 10% tariff, Nvidia and SpaceX move AI infra into a single stack, soft ADP revives rate-cut bets.