WS #11068
No material new developments in the last 30 minutes. The dominant US-Iran escalation narrative remains stable with no fresh reports of strikes or diplomatic shifts. China-Japan export controls and Apple supply chain hack are unchanged. No counter-signals or de-escalation detected.
Topics
Key developments
- US and Iran reach deal to halt attacks, but fresh strikes on Bahrain and Kuwait threaten peace agreement
- ECB's Wunsch says case for another rate hike not as strong now
- China lifts some oil-product export restrictions but expands export controls on Japanese defense and tech entities
- Tata Electronics hack allegedly exposes iPhone 18 Pro supply chain
- Magnificent Seven stocks shed $2.3tn in June, worst month in over a year