WS #9060
No material new developments in the last 30 minutes. The dominant signals from the previous window (strong payrolls, Middle East escalation, oil supply disruption) remain unchanged with no counter-signals or de-escalation. The narrative is stable.
Key developments
- US May payrolls surge 172k vs 80k expected, dollar and yields spike
- Iran walks from US talks, threatens to block Strait of Hormuz
- Ukrainian drone explodes at Romanian Constanta port near oil terminal
- Alphabet proposes $80B AI capital raise, dilution concerns weigh on GOOGL
- JPMorgan turns upbeat on Tesla after replacing bearish analyst
- Bitcoin drops to $62k, ETF outflows reach $4B over 12 days