WS #10102
No material new developments in the last 30 minutes. The dominant narratives (US-Iran deal, Ukraine drone attacks, Take-Two/IBM moves) remain unchanged with no fresh data points or counter-signals. The window contains only routine noise and reiteration of previously reported themes.
Topics
Key developments
- Bank of America forecasts Brent could fall to $82 on full Strait of Hormuz reopening
- Ukraine strikes Moscow oil refinery in largest drone attack, second time this week
- Take-Two rallies 4% as Rockstar sets GTA VI pre-order date for June 25
- Accenture sees Q4 sales below estimates, dragging IBM lower
- Intel hits record high on Trump comments about semiconductors
- Apple set to hike device prices citing memory chip shortages, BofA reiterates Buy
- Goldman sees more two-year volatility under Warsh Fed
- US gas prices fall below $4 for first time since March, but still 25% higher than last year