WS #13195
No material new developments in the last 30 minutes. The dominant US-Iran conflict narrative remains stable with no new escalation or de-escalation signals. No counter-signals or non-dominant-narrative developments emerged to alter the prior assessment.
Topics
Key developments
- LNG tanker struck in Strait of Hormuz, escalating energy supply disruption risks
- US Treasury intervenes to support yen, first in over a decade
- Amazon's blowout earnings reignite AI trade, lifting Nasdaq futures
- Apple slides 7% on weak guidance, diverging from AI rally
- Bitcoin mining difficulty drops 14% from highs, ETF outflows hit record
- Ukraine strikes Russian refineries and sinks sanctioned ship