Kevin Warsh (confirmed May 22) has shifted the Fed toward strict data dependency. Markets pricing a potential move to 4.00% by year-end. RBA on "hawkish hold" as national housing (Cotality Index) fell 0.7% in July.
US Navy "Operation Guardian Angel" is escorting 15-20 tankers nightly through Omani territorial waters. Iran's permit authority (PGSA) contested. Ceasefire expired; economic warfare phase dominant.
| Symbol | Price | Val (AUD) | P&L% |
|---|---|---|---|
| MU | $933.44 | A$10,448 | +36.3% |
| MSFT | $501.02 | A$21,030 | +22.4% |
| TSM | $414.00 | A$7,530 | +3.5% |
| META | $578.54 | A$14,570 | -4.3% |
| RDDT | $144.64 | A$13,963 | -10.1% |
| AVGO | $369.68 | A$5,689 | -12.5% |
| CBRS | $172.62 | A$4,588 | -42.1% |
| QQQU | $56.51 | A$8,935 | -51.1% |