WS #10012
No material new developments in the last 30 minutes. The dominant US-Iran deal narrative remains stable with no new data points. No counter-signals or non-dominant-narrative developments detected.
Key developments
- Trump says Iran MOU not final, threatens return to bombing; denies $300B fund
- CarMax beats Q1 estimates, stock rallies 3.6%
- Oil prices fall below $80 as Iran deal progress and easing Middle East tensions reduce risk premium
- UK CMA sets new conduct requirements for Google search services
- Ukrainian drone strikes continue to hit Russian oil infrastructure