Trump Threatens Oman, Rejects Iran Truce Extension | Daybreak Europe 8/18/2026

The episode covers a global bond selloff with 30-year US Treasury yields at post-2007 highs, oil strength from the ended US-Iran truce and Strait of Hormuz disruptions, China slowdown data, Anthropic's revenue run-rate and AI capex, BHP's copper growth, and Frasers' high-end retail acquisition. Markets are in a risk-off mood as rising yields, oil prices, and geopolitical uncertainty weigh on equities. Central bank expectations for the BOE and Fed are also discussed, with rate hikes seen as possible while oil-driven inflation remains a concern. - 30-year US Treasury yields hit their highest since 2007 amid fiscal and inflation concerns. - Brent crude trades above $90 as the Iran truce ends and Hormuz volumes remain disrupted. - China's July activity data misses expectations, showing broad non-tech weakness. - Japan 10-year JGB yields hover near multi-decade highs with 3% watched as a danger zone. - Anthropic annualized revenue exceeds $65 billion; OpenAI/Nvidia phase backed up to $105 billion. - BHP reports strong profit and plans 50% copper production growth over five years. - Frasers Group acquires Harvey Nichols as part of a high-end retail push. - BOE and Fed are expected to hold near term, with oil-driven inflation keeping hike debates alive.