WS #7489
No material new developments in the last 30 minutes. The dominant narrative remains unchanged: US-China tariff reduction agreement is tentative, Iran situation is tense with potential de-escalation, and Broadcom insider supply signal persists. No counter-signals or new data points to report.
Key developments
- China and US reach tentative tariff reduction agreement after Trump-Xi summit
- Trump administration lets Russian crude sales waiver lapse amid Iran war oil supply fears
- Taiwan insists on independence after Trump warning
- Israeli Army strikes ~100 Hezbollah sites in southern Lebanon
- Wes Streeting announces Labour leadership bid after local election losses
- Ebola deaths in DRC reach 80, WHO confirms