WS #10000
No material new developments in the last 30 minutes. The dominant narrative of the US-Iran peace deal and its market implications remains unchanged, with no counter-signals or new data points to report.
Key developments
- Iranian tankers exit US blockade; oil tankers reposition ahead of Hormuz reopening
- ECB signals further rate hikes despite US-Iran peace deal
- PBOC launches tool to boost yuan use by foreign central banks
- Leaked OpenAI financials show $38.5B loss and compute burn
- Micropolis AI (MCRP) surges 58% after-hours on Abu Dhabi contract
- Iron ore falls below $100/ton on supply glut and weak China demand
- Moscow Oil Refinery halts operations after drone attack