WS #11773
No material new developments in the last 30 minutes. The dominant macro themes (US-Iran conflict, Ukraine oil strikes, AI narrative, M&A) remain unchanged with no new data points or counter-signals to report.
Topics
Key developments
- US-Iran conflict escalates with 90 US strikes and Iranian retaliation, but diplomatic talks continue and oil prices stabilize
- Ukraine drone strikes hit Ilsky refinery and Taganrog oil terminal, deepening Russian fuel crisis
- Apollo Global Management tops Castlelake with £5.7B bid for easyJet, shares surge 13%
- SK Hynix begins trading on Nasdaq with record $26.5B ADS, boosting semiconductor sentiment
- Tencent leads deal to unwind Meta's $2B Manus acquisition, per FT
- EQT to acquire Copia Power from Carlyle for AI infrastructure platform
- NHS admits errors in data used to defend Palantir contract, per FT
- France inflation drops to 1.8% in June, supporting ECB rate cut expectations