WS #13059
No genuinely new developments in the last 30 minutes. The dominant US-Iran conflict narrative remains unchanged with no counter-signals or de-escalation reported. Other previously noted items (KOSPI crash, dollar drop, ICE acquisition, Aschenbrenner unwind, Microsoft earnings, Meta pressure, crypto outlook) show no new data points. The situation is STABLE relative to the prior window.
Topics
Key developments
- US launches fresh strikes on Iranian targets; Iran attacks Egypt; Jordan foils missile attack
- Brent crude spikes 7.8% to $90.63 after Trump threatens Iran
- KOSPI crashes 44% from highs, down 22% in past two days
- Japan suspected of FX intervention as USD/JPY plunges below 160
- Nasdaq-100 surges 3% as Microsoft and semis drive broad tech rally
- Meta retreats to $540; Wells Fargo lowers PT to $640 from $835
- ICE to acquire MarketAxess for $167/share (33% premium)
- Leopold Aschenbrenner's hedge fund unwinds all public stock holdings after AI losses