WS #6701
No material new developments in the last 30 minutes. The dominant Iran-US conflict narrative continues with no new data points or counter-signals. The Latvia drone strike and Shell earnings remain unchanged from previous reporting. No new market-moving information detected.
Key developments
- Iran may transfer 60% enriched uranium to third country; US-Iran agree on Hormuz reopening for sanctions relief
- Russian drones strike oil depot in Latvia, escalating NATO tensions
- S&P 500 settles above 7,300; Nikkei 225 up 5.80% on tech rally
- Gold miners ETFs rally on peace deal hopes, weaker dollar, falling yields
- Blue Owl Capital cuts quarterly dividend 16% amid lower rates, spread compression