WS #10064
No genuinely new material developments in the last 30 minutes. The US-Iran MOU signing, Fed hawkish dot plot, and Apple price hike remain the dominant narratives with no fresh data points or counter-signals. The situation is STABLE with no escalation or de-escalation.
Topics
Key developments
- Trump signs US-Iran MOU at G7; oil sanctions lifted for 60 days
- Fed dot plot signals rate hike by October; fed funds futures fully price 25 bps
- Apple CEO Tim Cook warns of 'unavoidable' price hikes due to memory chip costs
- Dark pool alert: $343M block trade in AVGO, $168M in LITE