WS #8062
No genuinely new developments in the last 30 minutes. The dominant US-Iran peace deal narrative remains stable with no new corroboration or counter-signals. Target's bearish guidance and China crackdown are unchanged from previous synthesis.
Key developments
- US and Iran close to peace deal, draft expected within 24 hours
- Target CFO warns of more cost challenges in 1H than 2H
- China cracks down on cross-border securities activities
- Israel sidelined in US-Iran negotiations