WS #9117
No material new developments in the last 30 minutes. The dominant narratives from the prior window—tech selloff and US-Iran tensions—remain unchanged with no fresh data points or counter-signals. The situation is STABLE across both themes.
Key developments
- US strikes Iranian radar sites after Iran launches drones toward Strait of Hormuz
- Tech selloff deepens: VIX at 15.40 vs SPY -2.64% signals complacency
- Crude oil slides ahead of weekend as traders bet against renewed US-Iran fighting
- Putin says no point meeting Zelensky, stalling Ukraine peace prospects