WS #13322
No material new developments in the last 30 minutes. The dominant US-Iran de-escalation narrative remains stable with no new data points, and no counter-signals or non-dominant-narrative developments have emerged to warrant updating the previous synthesis.
Topics
Key developments
- Trump announces talks with Iran, oil prices plunge, equities rally
- Amazon crosses $3 trillion market cap on AI optimism
- US-Japan FX intervention revives yen carry trade unwind fears
- IEA releases 400 million barrels from emergency reserves
- White House to host AI companies Tuesday to review AI framework
- Russia opens antitrust case against Apple
- UBS fined $125M for AML violations