WS #10196
No material new developments in the last 30 minutes. The US-Iran MOU narrative remains escalated with no new data points. The Bain Capital CLO default and UK political shift are unchanged. No counter-signals or de-escalation observed.
Topics
Key developments
- US claims Israel-Hezbollah ceasefire back on, but Israeli airstrikes on 150+ Lebanese sites and Iran demands permanent Lebanon ceasefire before nuclear talks
- Iraq boosts southern oilfield output by 250,000 bpd to ~1.75 million bpd
- Bain Capital CLO tranche defaults in Europe for first time since 2008
- Andy Burnham wins Makerfield by-election, pressuring Starmer's leadership; Burnham expected to become PM within weeks
- Mega-caps (TSLA +2.8%, AMZN/MSFT/GOOGL green) carry tape; semis fracture (DELL -5.1%); crypto-adjacent names (COIN, MSTR, HOOD) red on Kentucky regulatory noise