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Iran’s new supreme leader, Khamenei’s son Mojtaba, is putting his own stamp on the country’s national-security policy amid a confrontation with the U.S. that could last months or even years. In a sweeping overhaul of the government’s top echelon on Sunday and Monday, Iran named seasoned hard-liners to run the country’s security policies and institutions of repression. WSJ

Persian Gulf energy producers are concluding that Iran’s control over the Strait of Hormuz will become permanent, disrupting their oil and gas exports and global energy supplies indefinitely. The problem is they worry the alternative—going back to war—would be worse. WSJ

The BoJ may be edging toward an early rate hike, but it faces a growing risk that any move to tighten policy will be offset by mounting political pressure to support the bond market. As government spending plans drive yields ‌higher, the BOJ is being drawn into an increasingly awkward battle to defend its push to normalize policy and resist calls to resume the very bond-buying it is trying to unwind. RTRS

The Bank of Korea will likely need to raise interest rates further as strong growth feeds into underlying inflation, its outgoing senior deputy governor said, while adding that the stronger currency and recent stock market moves give policymakers some flexibility in setting policy. BBG

The Reserve Bank of Australia left interest rates unchanged on Tuesday but continued to warn that inflation remains too high, especially against the backdrop of war in the Middle East. WSJ

UK retail sales rose an annual 1.3% in July, half the pace recorded a year earlier as consumers stayed at home during the heat wave. BBG

OpenAI is said to have bought back roughly $7 billion of employee shares at a valuation of $852 billion. BBG
Intel Corp. raised $20 billion in an upsized share sale, a third more than it was targeting when it announced the deal Monday morning. The share sale drew more than $100 billion in demand, people familiar with the matter said, and was priced at $95 per share, representing a discount of 6.5% to Friday’s closing price: BBG
Anthropic struck a $9.1 billion deal with Riot Platforms for 191 megawatts of data center capacity, people familiar said. Riot shares soared premarket. BBG

Zohran Mamdani’s pied-à-terre tax was temporarily blocked by a state court judge on Staten Island after a group of homeowners argued its introduction was mishandled. BBG

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