WS #13316
No material new developments in the last 30 minutes. The dominant themes remain unchanged: US-Iran de-escalation with Iran denying talks, oil price plunge, Amazon's $3T market cap, Alibaba's AI-driven surge, and Bitcoin weakness. No counter-signals or new data points have emerged to alter the prevailing narrative.
Topics
Key developments
- Iran denies US talks; Strait of Hormuz remains closed
- Amazon surpasses $3 trillion market cap
- Bernstein warns of crypto downside if Clarity Act stalls
- ISM Manufacturing PMI beats at 55.6, prices paid 71.1
- Russia hits vessels in Black Sea and Mykolaiv