WS #12681
No material new developments in the last 30 minutes. The dominant themes from the previous synthesis (US-Iran conflict, oil price volatility, tech selloff, Trump tariff threats) remain unchanged with no new data points or counter-signals to report.
Topics
Key developments
- Oil prices retreat as Houthi signal no full Bab el-Mandeb blockade
- Magnificent 7 lose $767B in market cap as AI capex fears mount
- Trump threatens 301 investigation and tariffs on EU over tech fines
- SpaceX Starship booster explosion during landing; SPCX falls 2% after-hours
- ICC removes Chief Prosecutor Karim Khan over misconduct allegations