WS #9469
No material new developments in the last 30 minutes. The dominant US-Iran narrative remains stable with no new data points. Oil prices continue elevated but no fresh catalysts. No counter-signals or non-dominant-narrative developments emerged.
Key developments
- EIA crude draw of 7.227M barrels vs 3.000M estimate; OPEC output at two-decade low
- JD Vance says US close to long-term deal on Iran's nuclear program
- Iran's military spox warns of response to Trump threats; IAEA resolution rejected
- Amazon opens LTL trucking to all businesses; freight stocks sell off
- Bitcoin ETFs shed all post-Trump election inflows; net assets at $77.58B
- Palantir CEO: Most of Anthropic runs on Palantir; enterprises unhappy with Frontier Labs
- Senator Warren urges SEC to delay SpaceX IPO; Morningstar values at $825B vs $1.8T
- ECB poised for June rate hike; hedge funds max short Fed-cut hopes