WS #11670
No material new developments in the last 30 minutes. The US-Iran situation remains escalated with no new de-escalation signals. Oil prices and risk assets are stable at previous levels. No counter-signals or non-dominant-narrative developments detected.
Topics
Key developments
- Trump declares US-Iran ceasefire 'over', oil surges 5-6%, equities sell off
- Fed minutes show hawkish hold; 'few' officials saw case for rate hike, inflation forecasts raised
- Russia bans all diesel exports after Ukrainian drone strikes on refineries
- Apple to invest $30B in Broadcom chip deal, securing supply through 2031
- SpaceXAI launches Grok 4.5 with focus on token efficiency