WS #12869
No material new developments in the last 30 minutes. The dominant macro narrative remains unchanged: fragile US-Iran hold-fire with escalation risks, oil price slump, and potential Fed rate hike surprise. No counter-signals or non-dominant-narrative developments detected.
Topics
Key developments
- Citadel Securities expects surprise Fed rate hike this week
- Oil prices slump sharply: WTI -7.5%, Brent -9.14%
- BlackRock raises $12.5B debt for Meta data center; AI bond cracks flagged
- Iran conducts drone strikes on Erbil, Iraq
- Nucor beats quarterly results on strong pricing and demand
- OpenAI CEO Sam Altman says humanity is in the 'singularity'