WS #7722
No genuinely new material developments in the last 30 minutes. The dominant narratives remain unchanged: US-Iran de-escalation (Trump postponed strike) and rising bond yields pressuring growth stocks. No counter-signals or non-dominant-narrative developments emerged.
Key developments
- Trump postpones Iran strike, sets potential 2-3 day window
- 30-year Treasury yields hit 19-year highs above 5.18%
- Home Depot Q1 earnings beat estimates
- Apple hardware chief Srouji implements major shakeup to accelerate device development
- GE Aerospace awarded US Air Force contract for GE426 engine
- BOJ Ueda acknowledges rapidly rising long-term rates; G7 agrees energy prices affect inflation expectations
- $3.6M whale buys $INTC 150 Call options, bullish on Intel turnaround