WS #6762
No material new developments in the last 30 minutes. The US-Iran conflict remains at the same level of escalation with no new confirmed exchanges or diplomatic breakthroughs. The EU trade deal deadline and tariff ruling are unchanged. No new corporate or macro signals detected.
Key developments
- US forces attack Iranian ports; Iran retaliates with cruise missiles and drones
- Trump threatens to strike Iran 'a lot more violently' after calling previous strikes a 'love tap'
- Chinese refined-products tanker struck by Iranian projectile off UAE coast
- Trump gives EU 4 July deadline for trade deal or face 'much higher' tariffs
- Federal court strikes down Trump's backup tariff plan
- Microsoft's exclusive cloud partnership with OpenAI ends; AWS enters picture