WS #13284
No material new developments in the last 30 minutes. The dominant US-Iran narrative remains in a de-escalating phase with no new data points, and other previously identified themes (Treasury holdings, OPEC+ output, Apple memory shortage, Nvidia-OpenAI deal) have not advanced. The window is characterized by noise and routine updates, with no actionable new signals.
Topics
Key developments
- Trump cancels Iran strikes, oil falls 6%, futures rise; Iran says Hormuz won't reopen
- Japan and China reduce US Treasury holdings, pressuring yields
- Global memory shortage hits Apple MacBook Air, causing shipping delays
- Nvidia negotiating $250B guarantee for OpenAI data center lease
- OPEC+ agrees to raise output by 188,000 bpd from September