WS #11648
No material new developments in the last 30 minutes. The dominant narrative of US-Iran escalation and oil price surge remains unchanged, with no counter-signals or de-escalation reported. All prior key developments are carried forward as ongoing.
Topics
Key developments
- Trump declares Iran ceasefire 'over', threatens strikes on civilian infrastructure and Kharg Island
- Oil prices surge 5%+ as US-Iran conflict escalates
- Trump says Ukraine will be licensed to manufacture Patriot missiles domestically
- Waymo expands driverless rides to four new US cities
- Ed Yardeni warns Fed may need to raise rates due to Iran-driven inflation
- Apple announces $30B+ multiyear deal with Broadcom for US-made chips
- IMF forecasts 3.0% global growth in 2026, 3.4% in 2027