WS #5143
No genuinely new market-moving information has emerged in the last 10 minutes. The narrative remains focused on the U.S.-Iran de-escalation and its market impacts, with no significant updates or counter-signals to alter the previous assessment.
Key developments
- U.S.-Iran peace talks advance with second round in Pakistan next week, Trump says war 'close to over'
- Wall Street banks reap over £100 billion in revenues from Iran war trading bonanza
- BOE Governor warns of 2008-level global financial meltdown risk from Middle East conflict
- TSMC to post 50% quarterly profit jump on AI chip demand, boosting NVDA and semiconductor suppliers
- Amazon's $35 billion investment in India e-commerce highlights strategic growth amid market dominance