WS #9480
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains unchanged with no counter-signals or de-escalation. The SpaceX IPO and USMCA trade deal comments are also unchanged from the previous window.
Key developments
- Trump threatens further strikes on Iran; WTI crude spikes 3% to $91
- Trump says not looking to renew USMCA trade deal
- Sen. Warren calls on SEC to delay SpaceX IPO
- US CPI rises to 4.2% YoY, highest since May 2023
- UN nuclear watchdog censures Iran over near-bomb-grade uranium stockpile