WS #12089
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains stable with no new strikes or diplomatic breakthroughs. Earnings preannouncements and macro data are unchanged from the previous cycle. No counter-signals or de-escalation signals detected.
Topics
Key developments
- US-Iran naval clash in Strait of Hormuz; Trump threatens Iranian power plants
- Pentair (PNR) slashes Q2 and FY2026 guidance, third negative preannouncement today
- Goldman Sachs (GS) hits all-time high
- US June CPI falls 0.4% MoM, annual rate 3.5% vs 3.8% expected