WS #11239
No material new developments in the last 30 minutes. The dominant signals from the previous window (US payrolls miss, Tesla delivery beat, Russia-Ukraine energy escalation, Microsoft AI commitment, Blue Owl redemptions, Saudi crude exports surge) remain unchanged with no new data points or counter-signals to report.
Topics
Key developments
- US June payrolls miss sharply: only 57,000 jobs added vs 115,000 expected
- Tesla Q2 deliveries beat: 480,126 vs 406,000 consensus
- Microsoft commits $2.5B and 6,000 employees to new AI implementation unit
- Blue Owl Capital faces $4.7B in redemption requests at private credit funds
- Saudi crude exports surge to pre-war levels after US-Iran peace deal
- Major Russian attack on Kyiv kills 18-20; Ukrainian strikes on 11 Russian oil refineries