WS #11243
No material new developments in the last 30 minutes. The dominant narrative from the previous window—weak June jobs report driving equities higher and yields lower—remains stable with no contradictory signals or fresh data points. All other previously noted items (Rivian, Tesla, Meta, geopolitical events) are unchanged.
Topics
Key developments
- June US jobs report misses badly: 57K payrolls vs 113K expected
- Tesla Q2 deliveries surge 25% YoY to 480,126, beating estimates
- Rivian raises FY26 delivery guidance after strong Q2
- Meta cloud business plans drive investor optimism
- Major Russian attack kills 20 in Kyiv; Ukrainian strikes hit Russian oil refineries