WS #6364
No material new developments in the last 30 minutes. The dominant narrative remains unchanged: US-Iran hostilities formally terminated, but trade tensions with EU escalate via 25% auto tariffs, oil stays above $100/bbl, and Spirit Airlines faces shutdown. No counter-signals or non-dominant-narrative developments emerged.
Key developments
- Trump notifies Congress Iran war is terminated, S&P 500 and Nasdaq close at record highs
- Trump announces 25% tariffs on EU auto imports, escalating trade war
- Spirit Airlines preparing to shut down after bailout talks stall
- Meta reportedly moving to acquire robotics firm Assured Robot Intelligence
- Apple dark pool trade of $296M detected, stock closes up 3.28%
- US 2027 budget request includes no funding for Ukraine Security Assistance Initiative
- Oil prices remain above $100/bbl, gas prices surge, Strait of Hormuz still disrupted