WS #8437
No genuinely new material developments in the last 30 minutes. The dominant US-Iran conflict narrative remains stable with no new strikes or ceasefire breakthroughs reported. No counter-signals or non-dominant-narrative developments surfaced. Previous synthesis covers all active themes.
Key developments
- US-Iran truce hopes lift stocks — Bloomberg
- Fed's Musalem says easing bias no longer consistent, rate hike possible
- US inflation surges to three-year high — PCE 3.8% YoY
- Eli Lilly stock surges on expanded PBM coverage for obesity drugs
- IBM whale alert: $4.08M in call options — bullish signal
- Toyota halts development of next-gen Lexus EV
- US spot Bitcoin ETFs turn negative YTD with $596M outflows
- WFC echoes BAC: consumer spend accelerating, credit quality healthy