WS #12774
No material new developments in the last 30 minutes. The dominant narrative remains the Iran conflict with a de-escalation counter-signal (US pause, Oman talks) and a fresh risk from the Hormuz tanker explosion. No new data points to change the assessment.
Topics
Key developments
- US pauses Iran attacks for second day; Iran reciprocates; Hormuz tanker explosion adds risk
- US imposes 10-12.5% tariffs on 60 countries under Section 301
- Apple smart glasses to prioritize privacy, production starts December 2026
- Drone attacks disrupt Kazakh oil exports via Russia
- Berlin Pride attack suspect killed by police