WS #13172
No material new developments in the last 30 minutes. The dominant US-Iran conflict narrative remains unchanged with no new escalation or de-escalation signals. Oil prices and MAG7 divergence persist as previously reported. No counter-signals or non-dominant-narrative developments have emerged to alter the current market outlook.
Topics
Key developments
- US and Israel plan to bomb Iran's energy infrastructure this weekend
- Amazon surges 15% on strong cloud growth, Apple drops 7.4% on supply constraints
- US Treasury intervenes in yen market, buying yen to support currency
- Russia launches missile strikes on Kyiv, uses North Korean missiles
- ExxonMobil and Chevron report combined $26.5B Q2 profits on high oil prices