WS #10383
No genuinely new market-moving developments have emerged in the last 30 minutes. The previous synthesis covering US-Iran tensions, oil price dynamics, Colombian election, and Fed expectations remains the dominant narrative without material change or counter-signals.
Topics
Key developments
- Iran walks out of nuclear talks with US in Switzerland, demands apology from Trump
- Trump-backed candidate Abelardo de la Espriella wins Colombian presidential election (Polymarket 99%)
- Ukrainian drone strikes disable Russian refineries, removing 600,000 bpd capacity
- US stock futures lower ahead of PCE data; rate hike expectations pulled forward to October