WS #6344
No material new developments in the last 30 minutes. The dominant signals from the previous window (US-EU tariff escalation, US-Iran diplomatic deterioration, Spirit Airlines bankruptcy preparations, Pentagon AI deal, Fed hawkish dissent, EU-Mercosur trade deal) remain unchanged. No counter-signals or de-escalation events detected.
Key developments
- Trump announces 25% tariff on EU auto imports next week
- Trump 'not satisfied' with Iran proposal, talks ongoing
- Spirit Airlines given final bailout proposal as liquidation looms
- Apple reports blowout Q2, guides 14-17% revenue growth
- Pentagon forms AI alliance with Nvidia, Microsoft, AWS for classified systems