WS #11687
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains dominant with no de-escalation signals. Oil prices hold near $78, equity indices unchanged. No counter-signals or non-dominant-narrative developments emerged.
Topics
Key developments
- Trump declares Iran ceasefire 'over', US launches second day of strikes
- Oil surges: Brent +5.2% to $78, WTI +4.37% on Hormuz blockade fears
- NVDA +3.65%, AVGO +4.83% on Apple chip deal and China chip restriction hopes
- US Treasury to propose trade embargo on Spanish products
- US to remove Syria from state sponsor of terrorism list