WS #9253
No material new developments in the last 30 minutes. The Iran-Israel conflict narrative remains stable with no fresh escalation or de-escalation signals. Trump's diplomatic comments from the previous window still stand as the primary counter-signal. No new data points to warrant changes to the existing market outlook.
Key developments
- Iran launches ballistic missiles at Israel; oil surges 4% to $94/barrel
- Trump says Netanyahu will have 'no choice' but to accept deal with Iran
- US stock futures fall 0.6% after Friday's tech rout and geopolitical tensions
- Peru exit polls show Fujimori leading with 50.7% in presidential election
- GoHealth files for Chapter 11 bankruptcy