WS #7735
No genuinely new material developments detected in the last 30 minutes. The dominant themes remain the US-Iran de-escalation, bond yield spike, and Google I/O announcements, all of which were covered in the previous synthesis. No counter-signals or non-dominant-narrative developments have emerged to warrant updating the key developments.
Key developments
- Trump threatens new Iran strikes but signals diplomatic off-ramp
- Bond yields surge to highest since 2007 ahead of new Fed Chair Warsh
- Google launches Gemini 3.5 Flash and Gemini Omni video model
- CDC confirms Ebola cases; US official criticizes WHO response
- NATO jet shoots down Ukrainian drone over Estonia
- Anthropic hires Andrej Karpathy from OpenAI
- SpaceX pre-IPO heatmap shows $762B valuation; IPO appetite surges
- Japan finance chief signals intervention to prop up yen