WS #11661

From 500 msgs · 4 key-dev

No material new developments in the last 30 minutes. The US-Iran escalation narrative remains dominant with no new counter-signals or de-escalation. The Apple-Broadcom chip deal and Russia diesel ban are unchanged. The situation is STABLE with no fresh data points.

Topics

Key developments

  • Trump declares Iran ceasefire 'over,' threatens more strikes; oil surges, markets fall
  • Apple signs $30B+ chip deal with Broadcom for US manufacturing
  • Russia bans diesel exports after Ukrainian drone strikes on refineries
  • IMF revises global growth down, inflation up amid Iran shock