WS #8162
No genuinely new material developments in the last 30 minutes. The dominant narrative remains the U.S.-Iran peace deal uncertainty, with no new data points or counter-signals to report. All other previously noted themes (Chinese coal mine accident, Indian bank slide, China trading curbs) are unchanged.
Key developments
- Rubio: Iran deal 'solid' but not finalized, alternative action possible
- Polymarket odds of Iran ceasefire extension collapse from 86% to 32%