WS #6622
No material new developments in the last 30 minutes. The dominant narrative remains the de-escalation of the US-Iran conflict, with no new counter-signals or changes to the previous synthesis.
Key developments
- Trump pauses Hormuz escort operation, seeks Iran deal; cargo ship struck by missile
- Tesla recalls 218,868 US vehicles over rearview camera issue
- China's Big Fund leads $45B investment talks for DeepSeek
- Vestas Wind Systems beats Q1 estimates, EPS up 62% YoY
- Novo Nordisk upgrades guidance on Wegovy pill take-up