WS #6122
No material new developments in the last 30 minutes. The US-Iran diplomatic stalemate continues with no new statements or actions. Oil prices remain elevated but stable. No new corporate or tech news. The assassination attempt on Trump remains a security story with no market impact. The previous synthesis remains current.
Key developments
- Iran offers to reopen Strait of Hormuz conditional on US lifting blockade; US rejects proposal
- China blocks Meta's $2 billion acquisition of Manus on national security grounds
- Ukrainian drone attack disables over 60% of storage at Tuapse oil refinery
- Starboard Value takes stake in Dynatrace (DT)
- Trump discusses latest Iran proposal with aides; ceasefire talks stall