WS #7764
No material new developments in the last 30 minutes. The dominant signals from the previous window (Iran War Powers Resolution, SpaceX IPO, Google AI update, rising bond yields) remain unchanged with no new data points or counter-signals.
Key developments
- Senate advances Iran War Powers Resolution 50-47, limiting Trump's war authority
- Trump-backed Ed Gallrein defeats Rep. Thomas Massie in Kentucky GOP primary
- US 30-year Treasury yield hits 19-year high on inflation concerns
- New Fed Chair Kevin Warsh takes over as inflation hits 3.8% amid geopolitical oil pressures
- EU-US trade deal reached, per EU trade negotiator Zovko
- Toll Brothers beats Q2 estimates, raises full-year guidance
- Japan's Nikkei falls below 60,000 yen
- Bank Indonesia rate hike in play as rupiah plumbs new lows