WS #11330
No material new developments in the last 30 minutes. The dominant narratives remain unchanged: fragile U.S.-Iran ceasefire, weak U.S. jobs data, Google antitrust fine, Tesla deliveries, NATO summit, and oil supply normalization. No counter-signals or de-escalation events detected.
Topics
Key developments
- Iran begins weeklong funeral for late Supreme Leader Khamenei; geopolitical tensions escalate
- US jobs report misses expectations (57K vs 110K), crushing Fed rate hike bets
- Tesla Q2 deliveries beat estimates at 480,126 vehicles, up ~25% YoY
- Microsoft planning thousands of job cuts in third major round in over a year
- European stocks hit record highs, fourth straight weekly gain