WS #10047
No genuinely new material developments in the last 30 minutes. The Iran deal narrative and Fed hawkish hold remain unchanged from the previous window. No counter-signals or non-dominant-narrative developments have emerged.
Topics
Key developments
- US-Iran Interim Deal: Strait of Hormuz to Reopen, $300B Reconstruction Fund
- Fed Holds Rates Steady, Warsh Signals Hawkish Stance
- Iraq Boosts Southern Oil Output by 500,000 bpd
- Russia Fuel Shortage Worsens: Moscow Refinery Knocked Out, Imports Planned
- Trump Threatens to Reimpose Sanctions on Russia