WS #10050
No material new developments in the last 30 minutes. The dominant signals remain the US-Iran MoU details and the tech sell-off, both already covered in the previous synthesis. No counter-signals or new data points have emerged to alter the narrative.
Topics
Key developments
- Full text of US-Iran MOU released: US lifts all sanctions, provides $300B reconstruction; Iran reopens Strait of Hormuz
- Fed holds rates steady at 3.50-3.75% with hawkish tilt; 9 officials see hike this year
- Mega-cap tech sell-off: META -5.1%, MSFT -4%, GOOGL -2.9%, AMZN -3.6%
- Fortinet discloses credential-harvesting campaign; 74,000 devices compromised
- Johnson & Johnson acquires degradre ADC tech; CEO reiterates oncology focus