WS #12990
No material new developments in the last 30 minutes. The dominant signals from the previous synthesis (US-Iran escalation, oil price spike, Ukraine drone strikes, General Dynamics guidance, Microsoft short interest, Biogen results, FOMC expectations) remain unchanged with no new data points or counter-signals to report.
Topics
Key developments
- US-Saudi strikes on Iran-backed militias in Iraq end pause in fighting, oil spikes 16% in a week
- Ukraine drone strikes hit two of Russia's largest oil refineries (Ryazan and Perm)
- General Dynamics raises FY2026 guidance: EPS $16.80-$16.90, sales $55.7B
- Microsoft short interest hits highest level since 2015 ahead of earnings
- Biogen beats Q2 estimates, raises FY26 adjusted EPS guidance
- FOMC decision at 2:00 p.m. ET; market expects no rate change