WS #9236
The Iran-Israel conflict narrative remains unchanged from the previous window, with no new developments, counter-signals, or de-escalation reported. The situation is stable at the escalated level described earlier. No new market-moving information has emerged in the last 30 minutes.
Key developments
- Iran launches ballistic missiles toward northern Israel, first attack since April ceasefire
- Iran's Revolutionary Guards threaten 'more crushing blows' if Israel responds
- Bond traders bet on CPI surge that bolsters case for Fed pivot
- Trump urges Fed to cut rates despite strong jobs data