WS #13104
No material new developments in the last 30 minutes. The dominant narratives (tech rebound, US-Iran escalation, oil supply risks, yen intervention) remain unchanged with no fresh data points or counter-signals. Apple's post-earnings drop and the Hamas deal uncertainty persist without updates. Markets likely to continue on prior momentum.
Topics
Key developments
- BOJ holds rates at 1.0% but Takata dissents for hike; inflation risks skewed to upside
- Tesla weighs sale of China business to pave way for potential SpaceX merger
- US-Iran war escalates: drone strike on gas tankers at Egypt's Damietta port threatens Suez oil exports
- Microsoft adds $450B market cap, largest single-day gain in history, on Azure AI beat
- Apple beats Q2 but guides Q3 below estimates on memory supply constraints