WS #10170
No material new developments in the last 30 minutes. The dominant themes from the previous window (US-Iran deal setback, Ukraine drone attack, UK macro data, Iran secret cells, Tesla EU ban) remain unchanged with no new data points or counter-signals. The narrative arc is STABLE.
Topics
Key developments
- US-Iran follow-up talks cancelled, Vance trip postponed
- Ukraine launches largest drone attack on Moscow, hits oil refinery
- UK retail sales surge 1.2% MoM in May, beating 0.5% forecast
- Iran Revolutionary Guards set up secret cells in Iraq for drone attacks on Gulf states
- Sweden urges EU ban on Tesla FSD over speed limit issues