WS #9577
No material new developments in the last 30 minutes. The dominant narrative of US-Iran de-escalation and market rally remains unchanged, with no counter-signals or new data points to report.
Key developments
- Trump cancels Iran strikes, signals deal; markets rally, oil falls
- Trump nominates Jay Clayton as Director of National Intelligence
- SpaceX IPO set for Friday; space stocks rally, crypto perps price 22% pop
- UK Defence Secretary John Healey resigns over military spending row
- ECB hikes rates for first time in three years, lifting European bank stocks