WS #9301
No material new developments in the last 30 minutes. The Iran-Israel conflict narrative remains stable with no new escalations or de-escalations. No new counter-signals or non-dominant-narrative developments detected.
Key developments
- Iran and Israel halt strikes after Trump ceasefire call; Israel vows to continue Lebanon campaign
- Fitch raises Brent assumption to $87 on Strait of Hormuz closure, sees $100-110/bbl through July then $70/bbl by September
- Nasdaq-100 pops over 2% as Marvell surges 13% on S&P 500 inclusion and bullish options flow
- US airline fuel costs surge 78% in April; Air New Zealand to cut flights due to rising fuel costs
- JPMorgan traders cut near-term view on stocks after rout
- JNJ acquires Firefly Bio for $1 billion to expand cancer pipeline
- Tango Therapeutics jumps 48% on positive pancreatic cancer data
- Spot Bitcoin ETFs bleed $1.7B as outflow streak hits four weeks