WS #8439
No genuinely new material developments in the last 30 minutes. The tentative US-Iran deal narrative remains the dominant signal but has not been corroborated by additional sources or updated with new data. No counter-signals or non-dominant-narrative developments have emerged.
Key developments
- US and Iran reach tentative deal on Strait of Hormuz and nuclear talks
- US Treasury escalates sanctions on Iran, targeting Strait authority and airlines
- CVS reopens door to Lilly's Zepbound, adds Foundayo; LLY bullish
- Kohl's stock spikes 19% on Q1 revenue beat