WS #8175
No material new developments in the last 30 minutes. The dominant signals remain unchanged: US-Iran deal de-escalation narrative stable, Ukraine conflict escalating, and AI regulatory pressure from Pope's encyclical. No counter-signals or new data points to report.
Key developments
- Iran says US deal not imminent, contradicting earlier optimism
- Large-scale Russian attack on Kyiv kills four, dozens injured
- Over $1B outflows from Bitcoin ETFs, rotation into HYPE and XRP
- Elon Musk defends Tesla brand, reaffirms Model Y dominance
- Fuel prices hiked fourth time in two weeks in India