Macro news — 11/08/2026
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Trump claims full control of Hormuz, demands Iran pay reparations as standoff deepens.
cnbc.comHyperscaler corporate bond spreads widen close to all-time highs amid AI capex debt concerns
x.comTrump declares Strait of Hormuz reopened, easing Iran war tensions.
x.comTrump reportedly left Turkey secretly on a different military plane after an Iranian assassination threat
x.comThis timeline is what happened. What it means for your positions — the direction, the levels, what would prove it wrong — is in the analysis, delivered privately on Telegram.
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