WS #9925
No genuinely new material developments have occurred in the last 30 minutes. The dominant signals from the previous window remain unchanged: the US-Iran peace deal continues to de-escalate oil supply fears, Ukrainian drone strikes on Moscow refinery had no lasting impact, and SpaceX's post-IPO rally persists. No counter-signals or non-dominant-narrative developments have emerged.
Key developments
- US-Iran interim peace deal signed, Strait of Hormuz to reopen by Sunday
- SpaceX shares surge 11% premarket, market cap surpasses Amazon
- Bank of Japan raises rates to 31-year high of 1%
- Goldman Sachs and Morgan Stanley cut oil price forecasts on Iran deal
- Qualcomm CEO reveals 40+ AI devices, stock gains 4% on Tenstorrent deal rumors
- Dave & Buster's tumbles 13% on weak Q1 results and guidance
- ZEW German economic sentiment jumps to 10.5 from -10.2 on Iran resolution hopes
- Russian forces capture Novyi Donbas in eastern Ukraine