WS #10131
No genuinely new material developments detected in the last 30 minutes. The Ukraine-Russia conflict escalation and US-Iran deal implementation remain the dominant themes, but no fresh data points or counter-signals have emerged to alter the previous narrative.
Topics
Key developments
- Ukrainian drones strike Moscow oil refinery for second time this week
- US ends Hormuz blockade, Iran confirms no tolls for 60 days
- FDA advisers vote in favor of Moderna's flu vaccine
- CME sues CFTC over crypto perpetual futures approval for Kalshi
- Tech sector outperformance vs S&P 500 hits 3 standard deviation extreme