WS #13183
No material new developments in the last 30 minutes. The dominant US-Iran conflict narrative remains unchanged and is still ESCALATING, with no new counter-signals or de-escalation events. The AI trade divergence (Amazon up, Apple down) and yen intervention reports are unchanged from the prior cycle. No new data points warrant updating the key developments list.
Topics
Key developments
- US general warns of destroyer shortfall in defending Israel from Iranian missiles
- Trump authorizes new strikes on Iran; Iran threatens retaliation
- Oil companies report record profits; Chevron highest quarterly earnings ever
- Apple iPhone 18 Pro price hike of $250-300 due to memory costs; standard iPhone 18 may be skipped
- Three Fed dissenters call for rate hikes; 10-year yield above 4.7%
- Ukrainian drone strikes sink Russian cargo ship in Black Sea; Russian missile strike on Kyiv kills 9
- Ceuta border crisis death toll rises to 67-84; Spain installs floating barrier
- Bitcoin falls to ~$63K; Ethereum faces critical turning point