WS #13161
No material new developments in the last 30 minutes. The dominant US-Iran escalation narrative and Fed hawkish signals remain unchanged, with no counter-signals or de-escalation reported.
Topics
Key developments
- Trump orders fresh attack on Iran targeting energy infrastructure, could begin this weekend
- Oil prices surge to multi-month highs, energy companies report massive profits
- Fed Chair Warsh considering reducing frequency of policy meetings
- 10-year Treasury yield hits 4.73%, highest since January 2025; 30-year at 2007 levels
- Amazon surges 15.32% on strong AWS growth, Apple falls 7.35% on guidance concerns