WS #13253
No material new developments in the last 30 minutes. The dominant US-Iran de-escalation narrative, OPEC+ production increase, yen intervention, and tech selloff remain unchanged with no new data points or counter-signals.
Topics
Key developments
- Trump announces pause on Iran strikes, citing potential deal to end war
- OPEC+ agrees to increase production by 188,000 bpd in September
- Japan and US conduct joint yen-support intervention, first since 2011
- Nasdaq-100 has worst month since March 2025; semiconductor stocks plunge 21% in July
- Strategy considers selling up to $5B in Bitcoin after Q2 loss