WS #13300
No material new developments in the last 30 minutes. The dominant themes (US-Iran de-escalation, yen intervention, AI selloff) remain stable with no new data points, counter-signals, or non-dominant-narrative developments.
Topics
Key developments
- Trump cancels Iran attack, talks begin Monday; OPEC+ raises output 188k bpd, oil crashes 5-7%
- US and Japan confirm joint yen intervention, USD/JPY falls to ~155.2
- Global AI/chip selloff escalates: KOSPI -5%, China STAR 50 -5%, but Amazon and Microsoft earnings lift US futures
- Coldcard wallet exploit drains ~$89M in Bitcoin, BTC slips under $63k