WS #12218

From 499 msgs · 5 key-dev

No material new developments in the last 30 minutes. The dominant narrative of US-Iran escalation, hawkish Fed commentary, and Micron's earnings remains unchanged with no new data points or counter-signals.

Topics

Key developments

  • US strikes oil tanker and launches airstrikes on Iranian sites; Iran retaliates; Houthis threaten Bab el-Mandeb
  • Fed's Logan calls for 'modestly higher interest rates'; Schmid says inflation is biggest worry
  • Citadel Securities invests $400M in Crypto.com at $20B valuation
  • Google Gemini launch delayed as tech falls short of internal goals
  • UK government takes control of British Steel, citing national interest