WS #11103
No material new developments in the last 30 minutes. The dominant theme remains the de-escalation of US-Iran tensions and stable central bank policy. No new data points or counter-signals have emerged to alter the previous narrative.
Topics
Key developments
- Iran's top negotiator Qalibaf says Iran, US, Lebanon to establish committee to oversee end of war in Lebanon
- Strait of Hormuz commercial ship traffic rises more than 50% over past week
- Netanyahu: There are more peace agreements on the agenda
- Bank of England holds rates at 3.75% (7-2 vote); Governor Bailey cautious but encouraged by energy price decline
- Federal Reserve holds rates at 3.5-3.75%; acknowledges elevated inflation partly due to energy supply shocks
- Anthropic launches Claude Sonnet 5 as a cheaper agentic AI model
- Comcast to split into two public companies, spinning off NBCUniversal and Sky from Xfinity broadband
- Supreme Court to hear Epic Games vs Apple appeal over App Store payment rules