WS #5417
No genuinely new market-moving information has emerged in the last 10 minutes. The narrative remains locked on the Strait of Hormuz escalation and related geopolitical tensions, with no material updates or counter-signals to alter the previous assessment.
Key developments
- Iran closes Strait of Hormuz due to US blockade, threatening 21% of global oil supply
- Trump administration scrambles on Iran policy, benches Vance from Pakistan peace talks
- US Energy Secretary: gasoline prices may not drop below $3/gallon until 2027
- Palantir posts ideological manifesto denouncing inclusivity, faces scrutiny over ICE contracts
- Apple display breakthrough remains ongoing catalyst without contradiction