WS #12528
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains stable with no new strikes or de-escalation signals. Oil prices and inflation concerns persist unchanged. No counter-signals or non-dominant-narrative developments emerged.
Topics
Key developments
- US strikes Iran for 10th consecutive night; tanker attacked in Strait of Hormuz
- Houthis declare naval blockade on Saudi Arabia, threatening Bab el-Mandeb Strait
- JPMorgan CEO Jamie Dimon warns investors underestimating global risks
- Apple Intelligence launches in China with Alibaba's Qwen model
- Saudi Aramco makes largest cut to main oil price since at least 2000
- Novartis Q2 earnings beat estimates; reaffirms guidance
- Trump imposes 50% tariffs on Canadian goods
- Oracle stock collapses more than 50% since June