WS #4842
No genuinely new market-moving developments have emerged in the last 10 minutes. The narrative remains focused on the U.S.-Iran conflict escalation and its energy market implications, with no material changes or counter-signals reported beyond those previously synthesized.
Key developments
- Trump announces immediate U.S. Navy blockade of Strait of Hormuz
- Iran forensic authority reports 3,375 bodies identified in U.S.-Israeli strikes
- Oil shock rekindles 1970s fears, but today's economy is better prepared
- Palantir's stock reacts to Trump's praise on Truth Social