WS #13295
No material new developments in the last 30 minutes. The dominant themes (US-Iran de-escalation, yen intervention, AI earnings) remain unchanged with no new data points or counter-signals. Market conditions are stable within the existing narrative frame.
Topics
Key developments
- Trump cancels Iran strikes, talks begin Monday; oil plunges over 6%
- US and Japan confirm joint yen intervention, further action threatened
- KOSPI sinks 4% as Samsung and SK Hynix extend chip selloff
- Apple faces advanced-node capacity tightness and memory shortage, raises MacBook Air prices
- OPEC+ agrees September output increase of 188,000 bpd