WS #9084

From 499 msgs · 8 key-dev

No material new developments in the last 30 minutes. The dominant narrative from the prior window — a broad risk-off move driven by a strong May jobs report and rate-hike fears — remains unchanged with no counter-signals or de-escalation.

Key developments

  • Nasdaq-100 plunges over 3% on rate hike jitters; Bitcoin breaks below $60k
  • Putin proposes resuming Nord Stream gas supplies if sanctions lifted
  • US demands tougher rules for car parts in Mexico trade talks to reduce Chinese content
  • Illinois Gov. Pritzker suspends tax breaks for data centers
  • Federal judge strikes down Trump immigration policy affecting 39 countries
  • Ukraine strikes Russian patrol ship in Sea of Azov and hits oil port in Romania
  • Lululemon sinks toward lowest close since May 2018 amid analyst criticism
  • Marvell retreats after soaring more than 50% in six sessions