WS #13240
No material new developments in the last 30 minutes. The dominant US-Iran de-escalation narrative remains stable with no new confirmations or contradictions. Apple's earnings miss and Amazon's surge are carry-forward items with no new data points. No counter-signals or non-dominant-narrative developments emerged in this window.
Topics
Key developments
- Trump cancels Iran strikes as deal parameters agreed, including Hormuz reopening
- Iranian FM Araghchi agrees to Qatari-US compromise to reopen Hormuz
- OPEC+ set to raise output for sixth consecutive month, effectively ending voluntary cuts
- Apple Q3 beat but weak guidance on memory costs; analyst warns iPhone 18 Pro could be $250-300 more expensive
- Fed holds rates but three members dissent favoring hike, signaling hawkish bias
- Coldcard wallet exploit steals 1,082 BTC (~$70M), Bitcoin falls below $63K