Iran Flare up (again) & SaaS Bounce
Wall Street pulled back from record highs on Thursday as an Iranian plan to bar U.S. vessels from the Strait of Hormuz sent oil prices surging and reignited inflation fears ahead of Friday’s closely watched jobs report. The S&P 500 shed 0.2% while the Dow dropped 0.9%, with…
MPC Markets Morning Call — 7th August 2026: Hormuz Setback Rattles Markets as Oil Spikes and Memory Stocks Stumble:root { --bg: #FFFFFF; --surface: #F7F8FA; --surface-warm: #FBF9F6; --border: #E2E5EB; --border-strong: #CBD0D9; --text: #1A1D24; --text-body: #3A3F4A; --text-secondary: #6B7280; --text-muted: #9CA3AF; --accent: #1A56DB; --accent-light: #EBF0FE; --accent-border: #B4C9F3; --green: #059669; --green-bg: #ECFDF5; --green-border: #A7F3D0; --red: #DC2626; --red-bg: #FEF2F2; --gold: #B45309; --gold-bg: #FFFBEB; --gold-border: #FDE68A; --purple: #7C3AED; --purple-bg: #F5F3FF; --purple-border: #DDD6FE; --serif: 'Playfair Display', Georgia, serif; --sans: 'Source Sans 3', -apple-system, sans-serif; --mono: 'IBM Plex Mono', monospace; --shadow-sm: 0 1px 2px rgba(0,0,0,0.05); --shadow-md: 0 4px 12px rgba(0,0,0,0.08); } * { margin: 0; padding: 0; box-sizing: border-box; } body { background: var(--bg); color: var(--text); font-family: var(--sans); font-size: 16px; line-height: 1.75; -webkit-font-smoothing: antialiased; }.page { max-width: 800px; margin: 0 auto; padding: 0 24px 80px; }.subscribe-bar { padding: 24px 0; text-align: center; border-bottom: 1px solid var(--border); }.subscribe-bar-label { font-family: var(--serif); font-size: 18px; font-weight: 700; color: var(--text); margin-bottom: 14px; }.subscribe-links { display: flex; justify-content: center; align-items: center; gap: 16px; flex-wrap: wrap; }.subscribe-btn { display: inline-flex; align-items: center; gap: 8px; padding: 10px 20px; border-radius: 8px; background: #111; color: #fff; text-decoration: none; font-family: var(--sans); font-size: 13px; font-weight: 600; letter-spacing: 0.2px; transition: transform 0.15s ease, box-shadow 0.15s ease; box-shadow: var(--shadow-sm); }.subscribe-btn:hover { transform: translateY(-2px); box-shadow: var(--shadow-md); }.subscribe-btn svg { flex-shrink: 0; }.sub-label-top { font-size: 9px; font-weight: 500; letter-spacing: 0.5px; opacity: 0.7; line-height: 1; }.sub-label-bottom { font-size: 15px; font-weight: 700; line-height: 1.1; }.sub-text { display: flex; flex-direction: column; text-align: left; }.top-headline { padding: 40px 0 28px; border-bottom: 2px solid var(--text); margin-bottom: 32px; }.top-headline-text { font-family: var(--serif); font-size: 32px; font-weight: 900; line-height: 1.25; color: var(--text); letter-spacing: -0.5px; margin-bottom: 16px; }.top-excerpt { font-size: 17px; line-height: 1.8; color: var(--text-secondary); }.summary-top { background: var(--surface); border: 2px solid var(--border-strong); border-radius: 8px; padding: 28px 32px; margin-bottom: 36px; position: relative; }.summary-top::before { content: 'SUMMARY'; font-family: var(--mono); font-size: 10px; font-weight: 600; letter-spacing: 3px; color: var(--bg); background: var(--text); padding: 4px 14px; position: absolute; top: -12px; left: 28px; border-radius: 3px; }.summary-top p { color: var(--text-body); font-size: 16px; line-height: 1.8; margin-top: 4px; }.takeaways-inline { margin-top: 20px; padding-top: 18px; border-top: 1px solid var(--border); }.takeaways-inline-label { font-family: var(--mono); font-size: 10px; font-weight: 600; letter-spacing: 2px; text-transform: uppercase; color: var(--text-secondary); margin-bottom: 12px; }.tk { display: flex; gap: 10px; align-items: flex-start; padding: 7px 0; }.tk-marker { font-family: var(--mono); font-size: 11px; font-weight: 600; color: var(--text-muted); min-width: 24px; padding-top: 4px; }.tk p { color: var(--text-body); font-size: 15px; line-height: 1.65; }.chart { margin: 28px 0; }.chart img { width: 100%; border-radius: 6px; display: block; }.chart-cap { font-family: var(--mono); font-size: 11px; color: var(--text-muted); margin-top: 8px; letter-spacing: 0.3px; }.chart-img-contained { margin: 28px 0; }.chart-img-contained img { max-width: 80%; display: block; margin: 0 auto; border-radius: 6px; }.photo-block { margin: 24px 0; }.photo-block img { width: 100%; border-radius: 6px; display: block; }.photo-block-cap { font-family: var(--mono); font-size: 11px; color: var(--text-muted); margin-top: 8px; letter-spacing: 0.3px; font-style: italic; }.section { margin: 44px 0; padding-top: 32px; border-top: 1px solid var(--border); }.section-head { display: flex; align-items: baseline; gap: 14px; margin-bottom: 20px; }.section-num { font-family: var(--mono); font-size: 13px; font-weight: 600; color: var(--text-muted); letter-spacing: 1px; flex-shrink: 0; }.section-title { font-family: var(--serif); font-size: 22px; font-weight: 700; line-height: 1.3; color: var(--text); }.section p { color: var(--text-body); font-size: 16px; line-height: 1.8; margin-bottom: 16px; }.callout { border-radius: 8px; padding: 24px 28px; margin: 32px 0; border-left: 4px solid; }.callout.green { background: var(--green-bg); border-color: var(--green); }.callout.gold { background: var(--gold-bg); border-color: var(--gold); }.callout.purple { background: var(--purple-bg); border-color…
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