WS #13343
No material new developments in the last 30 minutes. The dominant US-Iran de-escalation narrative remains stable, with oil prices holding at recent lows and risk-on sentiment persisting. No counter-signals or non-dominant-narrative developments have emerged to alter the current market outlook.
Topics
Key developments
- Trump claims Hormuz 'completely controlled' by US Navy, oil plunges ~7%
- Amazon crosses $3 trillion market cap, stock +5.5%
- 25 US states file lawsuit challenging Trump's latest tariffs
- AstraZeneca-Bristol Myers Squibb merger talks reported
- Trump pressures oil companies to cut gas prices, targets Chevron
- FAA certifies Boeing 737 MAX 7
- Apple receives ~$2.19B tariff refund, but faces Russian FAS case
- Polymarket trader behind suspicious Iran ceasefire bet puts $40K on Netanyahu