WS #10987
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran de-escalation and Comcast spin-off, with no fresh data points or counter-signals to report.
Topics
Key developments
- US and Iran agree to stand down, de-escalating tensions and reducing oil risk premium
- Comcast announces tax-free spin-off of NBCUniversal and Sky, shares surge
- Putin rejects limits on long-range strikes, admits fuel shortages from Ukrainian drone attacks
- Zymeworks to acquire Theravance Biopharma for $929M ($17/share)
- Martin Marietta strikes $13.5B deal for limestone supplier