WS #6740
No material new developments in the last 30 minutes. The Iran escalation narrative remains dominant with no counter-signals or de-escalation reported. Other previously noted items (Tennessee redistricting, Amazon earnings, dark pool orders, Fed hawkishness, Lufthansa warning) are unchanged.
Key developments
- Explosions reported in southern Iran, IRGC-affiliated media confirms; Strait of Hormuz risk re-escalates
- Amazon Q1 earnings: AWS re-accelerates to ~28% growth, advertising revenue $17.2B
- Banxico holds rate with split vote; inflation forecast unchanged
- Fed's Hammack and Kashkari signal uncertainty on rate cuts due to Iran war and inflation
- Tennessee Republicans pass redrawn map eliminating majority-Black district