WS #13616
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran conflict and its de-escalation signals, with no new data points to alter the previous synthesis.
Topics
Key developments
- Iran-Oman Hormuz deal progressing; oil prices drop
- US July jobs report shows unexpected contraction, Fed to hold
- Airbnb and AAOI beat earnings, AI infrastructure demand strong
- US Senate advances Russia energy sanctions bill
- META faces $942M child-safety judgment, Apple-OpenAI lawsuit escalates