WS #11308
No material new developments in the last 30 minutes. The dominant macro narrative (risk-on rally post-weak jobs report) remains stable, and the Ukraine-Russia escalation, oil supply recovery signals, and Tesla delivery beat are already captured in the previous synthesis. No counter-signals or non-dominant-narrative developments have emerged in this window.
Topics
Key developments
- Ukraine launches massive drone attack on Russia, guided bomb strikes on Kherson
- Gulf crude exports rise above 10 million bpd in June, Strait of Hormuz shipping quadruples
- Tesla Q2 deliveries beat estimates at 480,126 vehicles, stock declines 7.5%
- Microsoft shifts profits to Ireland to reduce European tax bill