WS #10070
No material new developments in the last 30 minutes. The dominant signals from the previous window (US-Iran peace deal, Fed hawkish hold, Biogen acquisition, USMCA threat) remain unchanged with no new data points or counter-signals. The narrative arc is STABLE.
Topics
Key developments
- US and Iran digitally sign interim peace deal (MOU) – oil sanctions lifted, Strait of Hormuz to reopen
- Fed holds rates steady but signals possible hike later this year – bond market reacts
- Biogen to acquire RayThera for up to $1B to expand immunology pipeline
- Iran's Foreign Ministry says it will impose fees on vessels transiting Strait of Hormuz