WS #11251
No material new developments in the last 30 minutes. The dominant signals from the previous window (US jobs miss, Tesla deliveries beat, Google fine, Ukraine drone strikes, Iran Strait of Hormuz warning, yen intervention fears) remain unchanged with no new data points or counter-signals. The narrative is stable.
Topics
Key developments
- US June payrolls miss badly at 57K vs 113K expected, with downward revisions
- Tesla Q2 deliveries beat at 480,126 vs ~406K expected, but stock falls 7% on BYD competition
- EU top court upholds €4.1B fine against Google for Android antitrust violations
- Ukrainian drone strikes hit Lukoil-Nizhegorodnefteorgsintez refinery, worsening Russian fuel crisis
- Iran warns of 'forceful response' if tankers don't use approved routes in Strait of Hormuz
- Yen jumps into 160 range on intervention fears