WS #11218
No material new developments in the last 30 minutes. The dominant themes from the previous synthesis remain unchanged: US-Iran de-escalation continues, oil prices stable, Fed hawkish stance intact, and Meta's cloud entry still the main company-specific signal. No counter-signals or new data points to report.
Topics
Key developments
- US-Iran Doha talks produce 'positive progress' on Hormuz; oil falls below $71 Brent
- Philadelphia Semiconductor Index tumbles 6.3%; KOSPI circuit breaker triggered
- Meta Platforms surges on reported plan to enter AI cloud infrastructure services
- BYD Q2 EV sales likely top Tesla; shares surge 8.4%
- Fed Chair Warsh reaffirms 2% inflation goal; ADP miss eases rate hike fears