WS #9797
No genuinely new material developments in the last 30 minutes. The Iran-Israel conflict narrative remains unchanged from the previous synthesis, with no new data points, counter-signals, or de-escalation indicators. All other items are noise or non-market-moving.
Key developments
- Iran clears airspace and cancels flights in western parts, signaling imminent retaliation
- Iran warns of 'imminent' response to Israeli strike on Beirut; advisor threatens 'regrettable lesson'
- Iran confirms it will not sign deal with the US today
- Trump says Israeli attacks on Beirut unjustified, puts Iran deal at risk