WS #12792
No genuinely new material developments have occurred in the last 30 minutes. The dominant narrative of US-Iran de-escalation remains stable with no fresh data points. The previous synthesis's key developments are unchanged and carry forward.
Topics
Key developments
- US and Iran pause military strikes for second night; oil prices plunge, equity futures rally
- FOMC rate decision on Wednesday; markets pricing 41% chance of a 25bp hike
- Big Tech earnings week: META, MSFT, AAPL, AMZN report; AI spending narrative in focus
- Ukraine strikes Iranian commercial vessel in Caspian Sea