WS #6868
No material new developments in the last 30 minutes. The Iran-US ceasefire narrative remains stable with no new escalations or de-escalations. Earnings season continues to be strong but no new surprises. No counter-signals or non-dominant-narrative developments emerged.
Key developments
- Iran moves to take sovereign control of undersea internet cables in Strait of Hormuz
- HMS Dragon deployed to Middle East for potential Strait of Hormuz mission
- Oil inventories drawn down at record speed due to Persian Gulf disruption
- Blowout earnings season: 82% of S&P 500 firms post Y/Y earnings growth, 88% beat estimates
- BlackRock deepens tokenization push with new onchain fund offerings
- Hungary's new PM Peter Magyar sworn in, ending Orbán's 16-year rule
- Bahrain arrests 41 over alleged IRGC links
- Hantavirus outbreak on Spain-bound cruise ship prompts evacuation