WS #10018
No material new developments in the last 30 minutes. The dominant themes remain unchanged: Iran-US deal de-escalation, SEC crypto regulatory shift, Tesla FSD monitoring, G7 critical minerals cap, and FOMC decision. No counter-signals or new data points to report.
Key developments
- Strait of Hormuz threat downgraded to 'substantial' from 'severe' after Iran deal
- Iranian oil tankers pass US blockade line, first oil exports in two months
- Halkbank Iran sanctions case dismissed by US judge at DOJ request
- G7 agrees to 60% limit on critical raw materials imports from China
- Salesforce acquires Fin for $3.6B to bolster AI agent capabilities
- Ukraine strikes Russian oil tanker FINA A in Black Sea
- Russia to import gasoline by sea as domestic shortage looms
- Citi raises DataDog price target to $270 citing durable AI-driven demand