WS #9353
No material new developments in the last 30 minutes. The dominant narrative remains the de-escalation between Israel and Iran, with no new counter-signals or changes. The GSK-Nuvalent M&A and China bond issuance are unchanged from the previous window.
Key developments
- US-Iran de-escalation continues; Polymarket bets on permanent peace deal by June 15/30
- China tech indices set to open up 2-3% (SSE STAR 50, Chip, Consumer Electronics)
- Dell insider selling by Silver Lake entities totals >200k shares at ~$414-$425
- Philippines 7.8-magnitude earthquake kills 37, triggers tsunami