WS #9512
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains unchanged from the previous synthesis, with no counter-signals or de-escalation reported. Other signals (Amazon borrowing, Casey's earnings, inflation data) are secondary and unchanged.
Key developments
- US launches second consecutive night of strikes on Iran, Hegseth vows 'strong' and 'clear' attacks
- Oil prices surge 2-3.7% as Strait of Hormuz oil flows threatened by US-Iran clashes
- S&P 500 and Nasdaq futures fall 0.4-0.6% after US strikes on Iran
- Trump claims US secretly stole 'millions of barrels of oil' from Iran
- Iranian media reports clashes at sea between IRGC and US forces in Strait of Hormuz