WS #9631
No material new developments in the last 30 minutes. The previous synthesis remains current: SpaceX IPO demand strong, geopolitical situation stable with Iran de-escalation signals, positive macro data, and the anti-weaponization fund injunction unchanged.
Key developments
- SpaceX IPO indicates 27% pop to $172, space ETFs sell off
- Federal judge blocks Trump's $1.8B anti-weaponization fund
- Half of Hormuz traffic restored; Iran deal 'never been closer'
- University of Michigan sentiment beats expectations, inflation expectations ease
- Bitwise warns Bitcoin could drop 20% to $48,000