WS #13397
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. The previous synthesis accurately captures the current state.
Topics
Key developments
- US-Iran Hormuz deal imminent: Bessent says could be today or tomorrow
- US has used 'virtually all' long-range precision missiles and ~65% of Patriot interceptors
- Palantir surges ~20% on blockbuster Q2 results, raises guidance
- New Jersey sues Amazon over monopsony power on delivery contractors
- SpaceX first earnings report tonight with lockup expiry Thursday