Status: Trump’s "Economic D-Day" (Aug 19) leverages 25% secondary tariffs to isolate Tehran. Kinetic strikes have paused, but the trade-war layer adds structural inflation pressure to 2027.
Oil: Brent-WTI spread at $7.33 signals physical supply dislocation. Triple-digit Brent is the psychological threshold to watch.
| Symbol | Price | Chg% | Mkt Val (AUD) | P&L% |
|---|---|---|---|---|
| MU | $966.78 | -0.77% | $10,780 | +40.6% |
| MSFT | $483.24 | +0.43% | $20,206 | +17.6% |
| TSM | $418.95 | +0.71% | $7,591 | +4.4% |
| RDDT | $153.29 | +1.98% | $14,742 | -5.1% |
| META | $549.90 | +0.75% | $13,796 | -9.5% |
| AVGO | $368.45 | +1.21% | $5,649 | -13.2% |
| MiniMax | HK$347.2 | +11.86% | $2,778 | +11.9% |