WS #9555
No material new developments in the last 30 minutes. The dominant narrative remains the escalating US-Iran conflict with no genuine de-escalation counter-signal. No new data points or cross-source corroboration to report.
Key developments
- Trump threatens massive strikes on Iran and seizure of Kharg Island oil infrastructure
- Iran threatens Elon Musk's companies in Middle East, adds to military target bank
- SpaceX IPO draws $70B+ retail orders, New Street starts with bullish view
- Oracle selloff continues on capex concerns despite solid quarter
- ECB raises rates for first time in nearly three years citing Iran war inflation