WS #12779
No material new developments in the last 30 minutes. The dominant narrative remains unchanged: US-Iran de-escalation continues, with the tanker explosion in the Strait of Hormuz as a lingering risk. No new data points or counter-signals to report.
Topics
Key developments
- US pauses Iran strikes for second night; CENTCOM cites limited effectiveness and dwindling munitions
- Oil tanker explodes after hitting mine in Strait of Hormuz; Iran intercepts six vessels
- Kazakhstan's Tokayev urges Putin to freeze Ukraine war; drone attacks slow Kazakh oil exports
- Big Tech earnings week: Microsoft, Meta, Apple, Amazon report amid AI spending backlash
- Apple overtakes Nvidia as world's most valuable company; stable earnings favored over AI hype