WS #13363
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 alter the market outlook.
Topics
Key developments
- Trump cancels Iran strikes, oil drops 5%, Dow hits record
- Iran denies direct talks with US, threatens US warships
- 25 states sue Trump administration over new tariffs
- Palantir Q2 revenue up 93%, raises guidance, stock +10%
- Amazon crosses $3 trillion market cap, Bezos sells $4.07B
- Apple faces UK encryption appeal, Russian antitrust case, sues OpenAI
- Japan and US confirm joint yen intervention, Fed may expand FIMA
- Fed Chair Warsh weighs cutting meetings to six per year