WS #12433
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains unchanged with no de-escalation signals or counter-developments. Oil prices and equity market positioning continue to reflect the same geopolitical risk premium. No new corporate or macroeconomic data points to report.
Topics
Key developments
- Oil prices jump 2% as US-Iran attacks intensify; Brent crude surpasses $90/bbl
- US planning broader-scale war against Iran; Pentagon increasing aircraft in region
- Another US service member killed in Iraq; total death toll reaches 17
- Apple sues OpenAI for trade secret theft, seeking evidence from former employees
- Trump Media settles all legal disputes with Patrick Orlando and ARC Global
- Paramount agrees to voluntarily delay $111B Warner Bros. Discovery takeover until mid-August amid antitrust challenge
- Ukrainian drone strikes hit Russian oil tankers at CPC terminal and oil facilities in southern Russia
- US 10-year Treasury futures down 6 ticks, 30-year futures slip 10 ticks as oil prices rise