WS #12786
No material new developments in the last 30 minutes. The US-Iran de-escalation narrative remains stable with no new data points. Ukraine-Russia escalation continues but no new specifics. All other prior signals unchanged.
Topics
Key developments
- US and Iran pause strikes for second day; CENTCOM chief recommends halt due to target exhaustion
- Alphabet Q2 2026: Record revenue but negative free cash flow of -$5.9B due to massive AI capex
- Mobileye founder steps down as CEO; stock drops 15%
- Trump imposes forced-labor tariffs on 60 economies (10-12.5%)
- Ukraine strikes Iranian vessel in Caspian Sea; Iran vows retaliation
- Oil tanker hits naval mine in Strait of Hormuz; traffic unaffected
- Bond traders see rising odds of Fed rate hike amid oil inflation fears