WS #7147
No material new developments in the last 30 minutes. The dominant macro narrative of Middle East escalation and oil supply disruption remains unchanged, with no counter-signals or de-escalation reported. No new corporate or policy events that would shift market direction.
Key developments
- US intel: Iran restored missile access along Strait of Hormuz, 90% of underground sites operational
- US appeals court temporarily pauses ruling blocking Trump's 10% global tariff
- FDA Commissioner Makary resigns after Trump forced e-cigarette approval
- Franco-Nevada Q1 beats estimates: EPS $2.38 vs $2.07, revenue $650.7M vs $634.7M
- MSCI excludes Adani Energy Solutions and India surveillance securities from indexes
- JPMorgan files to launch tokenized money-market fund on Ethereum
- Anthropic targets $900B valuation in $30B funding round
- Constellation Software Q1 revenue beats by $40M, EPS $17.32