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1. 2 d ago November WTI settled at $89.43 after Saudi headlines. That is not a Hormuz reopening.
2. 2 d ago Morgan Stanley: Nvidia and Broadcom look shielded from AI power crunch. Analyst note, not guidance.
3. 2 d ago ISM Services PMI at 54.9 in September. Still expanding, not a recession print.
4. 2 d ago Tokyo wants food consumption tax cut from 8% to 1% for two years. The Diet has not passed it.
5. 3 d ago Broadcom may lend Anthropic up to $42bn to lease chips, an IPO filing says.
6. 3 d ago The G7 will release 100 million barrels of oil and diesel. That is not a US export ban.
7. 3 d ago Deloitte cut Canada's 2027 growth to 1.6%. The later US bans are not even in that model.
8. 3 d ago Gulf oil exports are near prewar levels. That does not mean Hormuz is back to normal.
9. 3 d ago Euro-area inflation jumped to 3.8% in September. Energy did most of the damage.
10. 3 d ago The US added 29,000 jobs in September. That is not a hot labor market forcing an October hike.