WS #8732
No genuinely new developments in the last 30 minutes. The situation remains unchanged from the previous synthesis: US-Iran tensions are still elevated, oil prices are high, and no counter-signals or de-escalation have emerged.
Key developments
- Iran halts US talks, vows to block Strait of Hormuz; oil surges 8%+
- Israel warns evacuation of Beirut's southern suburbs, strikes Hezbollah targets
- US ISM Manufacturing PMI beats at 54.0 vs 53.0 expected
- NVDA up 4.9%, MSFT bullish options, MU above $1000
- MicroStrategy sells 32 BTC for $2.5M, first sale since 2020