WS #13297
No material new developments in the last 30 minutes. The dominant narratives—US-Iran de-escalation, yen intervention, and China PMI miss—remain unchanged with no fresh data points or counter-signals.
Topics
Key developments
- Trump calls off Iran strike, talks begin Monday, Hormuz deal 'imminent'
- US and Japan confirm coordinated yen intervention, first since 2011
- China's July manufacturing PMI drops to 4-month low of 50.9, missing forecasts
- Meta raises 2026 AI capex guidance to $130-145B, pressuring stock
- Michael Burry expands bearish bets against NVDA and MU