WS #7430
No genuinely new material developments detected in the last 30 minutes. The dominant macro narrative remains bearish on rate hike fears and bond selloff, with no counter-signals or de-escalation. The Amgen safety crisis, SpaceX IPO details, dark pool flows, and Druckenmiller's 13F were already covered in the previous synthesis and have not been updated with new data. Geopolitical tensions in the Strait of Hormuz and Taiwan remain stable. No new high-signal events to report.
Key developments
- 20 deaths in Japan linked to Amgen's Tavneos; Kissei halts new prescriptions
- SpaceX IPO: June 11 pricing, June 12 Nasdaq debut under $SPCX, $70B-$75B raise
- Dark pool alerts: large institutional orders in IWF ($142M), SMH ($223M), META ($202M)
- Druckenmiller's Appaloosa 13F: new large buy in AVGO, added ROKU, increased AMZN, UBER, VST
- Iran FM says Iran will protect Strait of Hormuz; US Treasury says China to help reopen; oil at $110