WS #11292
No material new developments in the last 30 minutes. The dominant macro narrative remains stable with no counter-signals or de-escalation to report.
Topics
Key developments
- US warned Iran of Israel's plan to assassinate Iranian negotiators, escalating geopolitical risk
- Iran warns oil tankers to use approved routes in Strait of Hormuz or face forceful response
- Alberta submits application for $35-44 billion West Coast oil pipeline with Trans Mountain and Pembina
- Tesla Q2 deliveries surge 25% to record 480,126 vehicles, beating expectations
- Apple plans five new iPhone models and foldable iPhone, but raises MacBook/iPad prices due to memory chip shortages
- Weak June US jobs report (57K vs 110K expected) pushes back Fed rate hike bets, dollar weakens, gold rebounds above $4,100/oz