WS #9613
No material new developments in the last 30 minutes. The dominant narratives (SpaceX IPO, US-Iran peace deal, geopolitical risks) remain unchanged from the previous synthesis. No counter-signals or non-dominant-narrative developments have emerged.
Key developments
- SpaceX IPO debuts on Nasdaq at $1.77T valuation, largest IPO in history
- Trump indicates progress on Iran peace deal, European bonds surge and oil slides
- Ukrainian drone strikes target Tatarstan refineries and Samara petrochemical plant
- China May new yuan loans miss expectations, total social financing beats
- Adobe CFO departs, stock slides 4.4% pre-market