WS #11673
No material new developments in the last 30 minutes. The US-Iran ceasefire collapse, oil price surge, market selloff, and Fed hawkishness remain the dominant narratives with no new data points or counter-signals to report.
Topics
Key developments
- Trump declares Iran ceasefire 'over', US strikes Iran after tanker attacks; oil surges 7%, Dow drops 800 points
- Fed June minutes show 'a few' officials favored immediate rate hike, 'almost all' see hikes if inflation persists
- Apple expands Broadcom partnership with $30B+ chip deal, boosting US manufacturing
- Nvidia Nemotron 3 Ultra AI model surpasses closed models in cost; $2.4M whale call option trade
- Russia bans diesel exports until July 31 due to domestic shortages from Ukrainian drone strikes
- Michael Burry takes new positions in DraftKings and Flutter