WS #12961
Holding: newest synthesis is 45d 16h old
No material new developments in the last 30 minutes. The Iran missile attack and semiconductor selloff narratives remain unchanged from the previous synthesis. No counter-signals or de-escalation signals detected.
Topics
Key developments
- Iran launches ballistic missiles at US bases in Jordan; all intercepted
- US and Saudi forces strike Iran-backed militias in Iraq
- Nasdaq-100 enters correction territory; global chip stocks plunge
- SK Hynix shares down 9-10% after earnings
- Australia Q2 CPI cooler than expected at 3.8% vs 4.0%
- US Senate advances Russia sanctions bill with potential 100% tariffs on India, China