WS #7613
No genuinely new material developments in the last 30 minutes. The dominant US-Iran conflict and oil supply disruption narrative remains stable with no escalation or de-escalation signals. No counter-signals or non-dominant-narrative developments emerged.
Key developments
- Trump warns Iran 'clock is ticking'; Iran says fully prepared for confrontation
- Drone attack reported near Kstovo, Russia targeting oil refinery; massive Ukrainian drone strikes on Moscow region oil infrastructure
- Publicis acquires LiveRamp for $2.5B all-cash; RAMP jumps 26% premarket
- Shein buys US apparel retailer Everlane
- Corvex demands sale of Whitbread PLC, threatens board nominations
- UK gilt yields steady after sell-off; Burnham cleared to run for by-election, challenging Starmer
- Verus Ethereum bridge exploited for $11.6M; Aave restores WETH limits; Kraken cuts 150 staff
- Nvidia earnings preview: results could trigger moves across tech and semiconductor ETFs