> HORMUZ REOPENING COULD TRIGGER SHORT-TERM TANKER SURGE – KPLER

KPLER SAYS REOPENING OF THE STRAIT OF HORMUZ COULD INITIALLY RELEASE ABOUT 118 TRAPPED LADEN TANKERS, CAUSING A SHARP BUT TEMPORARY SPIKE IN TRAFFIC OVER 10–15 DAYS. RECOVERY SPEED DEPENDS ON HOW QUICKLY NEW VESSELS RETURN. IN A BASE CASE, TRANSITS RISE FROM ~15 PER DAY TO 40 BY MONTH-END, WITH TANKERS MAKING UP AROUND 60%, WHILE A FASTER REBOUND SCENARIO REMAINS UNLIKELY.

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> MORE THAN 500,000 OPTIONS CONTRACTS ON SPACEX CHANGE HAND WITHIN FIRST HOUR OF START OF OPTIONS TRADING - TRADE ALERT DATA

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> G7 LEADERS CALL FOR A STRONG AND COORDINATED RESPONSE TO EBOLA OUTBREAK

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> CITI: BROADER U.S. EQUITY FLOWS, BUT NASDAQ POSITIONING RISK PERSISTS

U.S. EQUITY POSITIONING BROADENED LAST WEEK, BUT CITI WARNS STRETCHED NASDAQ EXPOSURE REMAINS A KEY RISK. SMALL CAPS SAW STRONG INFLOWS, WHILE NASDAQ GAINS WERE DRIVEN BY SHORT COVERING AND NEW LONGS. EUROPE TURNED MORE POSITIVE WITH FRESH BUYING IN EUROSTOXX, DAX AND FTSE, THOUGH SHORT EXPOSURE REMAINS ELEVATED. ASIA SHOWED MIXED-TO-NEGATIVE FLOWS, WITH HANG SENG WEAKENING AND KOSPI SEEING RENEWED SHORTING.

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> IRAN'S QALIBAF IN CALL WITH LEBANON'S NABIH BERRI: THE WAR MUST END ON ALL FRONTS, INCLUDING LEBANON

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> IRAN'S TOP NEGOTIATOR QALIBAF IN CALL WITH LEBANON'S PARLIAMENT SPEAKER: ISRAEL MUST WITHDRAW FROM 'THE OCCUPIED AREAS' IN LEBANON, PEOPLE OF SOUTHERN LEBANON MUST RETURN TO THEIR HOMES

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> COINBASE TO LAUNCH TOKENIZED STOCK TRADING.

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> WELLS FARGO INVESTMENT INSTITUTE RAISES 2026 YEAR-END TARGET RANGE FOR S&P 500 INDEX TO 7,800-8,000 FROM 7,400-7,600

WELLS FARGO INVESTMENT INSTITUTE SETS 2027 YEAR-END TARGET RANGE FOR S&P 500 INDEX AT 8,600-8,800

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> LEBANESE STATE MEDIA SAYS FOUR KILLED IN SEPARATE ISRAELI ATTACKS ON SOUTH LEBANON ON TUESDAY

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> SAILORS ON A RUSSIAN FRIGATE FIRED WARNING SHOTS AT A SAILING YACHT IN ENGLISH CHANNEL- SKY NEWS CITING PRESS ASSOCIATION

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> IRAN CAN THREATEN HORMUZ CLOSURE AGAIN, US INTEL WARNS

US INTELLIGENCE ASSESSMENTS INDICATE IRAN CAN POTENTIALLY SHUT DOWN THE STRAIT OF HORMUZ AGAIN AFTER DEMONSTRATING THAT CAPABILITY DURING THE CONFLICT. DESPITE AN EXPECTED REOPENING AGREEMENT, TEHRAN RETAINS MISSILES, DRONES, FAST BOATS AND MINING CAPABILITIES THAT COULD DISRUPT GLOBAL ENERGY FLOWS. INTELLIGENCE OFFICIALS SAY IRAN HAS GAINED LEVERAGE OVER A CRITICAL TRADE ROUTE AND COULD USE REGIONAL ENERGY INFRASTRUCTURE AS A PRESSURE TOOL.

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> *US 20Y BONDS DRAW 4.927% VS 4.937% PRE-SALE WHEN-ISSUED YIELD

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> HALF OF BITCOIN SUPPLY STILL IN LOSSES

AROUND 10 MILLION BITCOIN, ROUGHLY HALF OF CIRCULATING SUPPLY, IS CURRENTLY UNDERWATER, CEX. IO SAYS.

DESPITE STABILIZATION NEAR $60,000, UNREALIZED LOSSES REMAIN AT LEVELS SEEN DURING THE 2018 AND 2022 BEAR MARKETS.

THE FIRM WARNS BITCOIN MAY NOT HAVE REACHED ITS BOTTOM YET, THOUGH ETF OUTFLOWS HAVE SLOWED. BITCOIN RECENTLY TRADED DOWN 1.1% AT $65,724.

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