WS #9491
No material new developments in the last 30 minutes. The dominant US-Iran conflict narrative remains unchanged with no fresh strikes or diplomatic breakthroughs reported. Oil prices and inflation data are stable. No new counter-signals or MAG7-specific news emerged. The situation is STABLE with no actionable market-moving information.
Key developments
- Trump threatens more Iran strikes after Apache downing
- US secret escort mission moves 100M+ barrels through Strait of Hormuz
- CPI hits 4.2% YoY, highest since April 2023; Trump says 'I love the inflation'
- SpaceX IPO leaves some banks peeved at junior roles