WS #9483
No genuinely new market-moving developments in the last 30 minutes. The US-Iran conflict narrative remains the dominant theme with no de-escalation signals. No counter-signals or non-dominant-narrative developments were detected. The situation is stable with no escalation or de-escalation reported.
Key developments
- Trump threatens to continue bombing Iran 'very hard' after helicopter downed
- US May CPI accelerates to 4.2% YoY, highest in 3 years, driven by energy
- PIMCO warns of significantly higher losses in lower-quality credit
- SpaceX IPO to turn 4,400 employees into millionaires; Antonio Gracias set to reap billions
- Microsoft restricts internal use of Anthropic's Claude Fable 5 over data retention concerns