WS #6964
No material new developments in the last 30 minutes. The dominant narratives from the previous window (Ukraine drone escalation, S&P 500 highs, chip rally, Iran ceasefire talks) remain unchanged with no new data points or counter-signals. All key_developments are carry-forwards from the prior cycle.
Key developments
- Ukrainian drones hit Russian oil tanks, Latvian defence minister resigns
- S&P 500 reaches new all-time highs after fresh jobs data
- Chip melt-up shows no signs of abating - WSJ
- Iran sends response to US proposal to end war via Pakistan
- Trump warns US will target any Iranian trying to reach enriched uranium
- 30+ Labour MPs demand Keir Starmer's resignation as PM
- US intelligence planes conducted 25+ surveillance flights off Cuba since February
- Hantavirus outbreak: cruise ship passengers evacuated, 42-day isolation ordered