WS #7015
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains stable with no new attacks, diplomatic breakthroughs, or oil price moves beyond the previously reported levels. The Iran counterproposal on Hormuz sovereignty and safe passage remains unconfirmed by independent sources. No new company-specific catalysts or macro data points have emerged.
Key developments
- Oil surges 4% as Trump rejects Iran ceasefire response; Iran counterproposal offers Hormuz sovereignty
- Hantavirus outbreak on cruise ship; passengers evacuated, US and French nationals positive
- India PM Modi urges citizens to avoid foreign travel, gold purchases to conserve foreign exchange
- SK Hynix shares jump 11%, driving KOSPI to record high on AI boom
- UK PM Starmer faces likely leadership challenge after Labour election defeat