WS #10044
No material new developments in the last 30 minutes. The dominant themes from the previous window (Fed hawkish shift, US-Iran MOU, Anthropic export controls) remain unchanged with no new data points or counter-signals. The window contains only routine noise and rehashed headlines.
Topics
Key developments
- Fed Chair Warsh drops forward guidance, appoints five task forces to overhaul communications and policy framework
- US-Iran 14-point MOU includes $300B fund, sanctions relief, Strait of Hormuz reopening
- META down 4% in apparent divergence from semiconductor rally
- Fed projections signal one rate hike in 2026; Warsh abstains from submitting dot
- Citigroup raises price targets on Lam Research, Applied Materials, Micron Technology
- Marvell and Flex to join S&P 500 on June 22, setting up passive fund tailwind
- Toms Capital takes major position in Devon Energy as Permian M&A heats up