WS #11298
No material new developments in the last 30 minutes. The dominant narrative remains the Iran-US conflict with tentative de-escalation, oil supply recovery, and a slight risk-on tilt from softer US labor data. No new counter-signals or non-dominant-narrative developments emerged.
Topics
Key developments
- Iran threatens 'forceful response' against ships using unapproved routes in Strait of Hormuz
- Tesla Q2 deliveries beat expectations at 480,126 units, but stock falls 7.5%
- Meta's 'Watermelon' AI model reportedly matches GPT-5.5 performance
- Apple increases foldable iPhone production target to 10 million units
- Michael Burry shorts Micron (MU) at $1,051.87
- US June non-farm payrolls +57K vs +110K expected, reducing Fed rate hike odds
- Gold surges above $4,200/oz, on track for first weekly gain in five weeks
- Canada launches new Alberta-to-Pacific oil pipeline project