Monday's settlements against Friday's: the closure premium compressed by diplomacy, not by traffic — the strait stayed shut for a 246th day.
| Series | As printed |
|---|---|
| Brent — January contract, Monday settlement | $104.77 |
| Brent — January contract, Friday settlement | $113.43 |
| WTI — Monday settlement | $96.46 |
| WTI — Friday settlement | $104.12 |
| Brent–WTI spread — Monday | $8.31 |
Source: Geopolitical & Policy Risk Tuesday edition, Nov 3 — Daily Charts, settlements as printed.
Crude's biggest one-day fall since July 27, on statements from Washington and Tehran; the Dow was the session's only riser.
| Series | As printed |
|---|---|
| Brent, January contract | -7.63% |
| WTI | -7.36% |
| Energy sector | -3.97% |
| Nasdaq Composite | -1.07% |
| S&P 500 | -0.51% |
| Dow Jones Industrial Average | +0.41% |
Source: Geopolitical & Policy Risk Tuesday edition, Nov 3 — Daily Charts and Monday's numbers, as printed.
Monday's settlement at $104.77 is below the band on price alone — the band's validating condition below it was a recovery in Hormuz transits toward ~85 a day, which has not been counted. The desk holds the scoring rule it printed.
| Series | As printed |
|---|---|
| Brent, January contract — the desk's range for the week | $106 → $120 |
Source: Geopolitical & Policy Risk Tuesday edition, Nov 3 — the desk's band, scored on Monday's tape, as printed.
Final count, unchanged — nobody at 61; results go to the president on Wednesday and coalition talks follow.
Compare note: in the Against the line view, bars that fall short of 61 — needed to govern are dimmed; every figure is unchanged.
| Series | As printed |
|---|---|
| Netanyahu's bloc | 53 |
| The opposition | 48 |
| Arab-led parties | 19 |
Source: Geopolitical & Policy Risk Tuesday edition, Nov 3 — the standing files, count as printed.
Every figure exactly as the edition prints it: the closure count, the last counted transit day, the early-vote count as of Monday afternoon, and Monday's data prints.
| Reading, as printed | |
|---|---|
| Strait of Hormuz closure — days, by the desk's count, on Monday | 246 |
| Hormuz transits — October 25, the last counted day | 2 |
| US early ballots — as of Monday afternoon (Election Lab) | 57.38 million |
| ISM manufacturing index — October | 55.5 |
| ISM prices paid — October | 75.2 |
| VIX — Monday close | 21.17 |
| Gold, December contract — Monday settlement | $3,969.60 |
| 10-year US borrowing rate — Monday close | 4.893% |
Source: Geopolitical & Policy Risk Tuesday edition, Nov 3 — Daily Charts, the count that frames the week, as printed.