WS #13445
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran Hormuz de-escalation, with no new data points beyond what was previously reported. No counter-signals or non-dominant-narrative developments have emerged.
Topics
Key developments
- US-Iran Hormuz deal imminent, oil prices plunge
- SpaceX Q2 revenue beats but stock falls on AI capex and lockup fears
- Novo Nordisk raises guidance but analysts unimpressed
- RBI holds rates, cuts inflation forecast, raises GDP growth
- US drafts ban on Chinese optical transceivers