WS #9642
No genuinely new market-moving developments have emerged in the last 30 minutes. The dominant Iran peace deal narrative and SpaceX IPO themes remain unchanged from the previous window, with no counter-signals or de-escalation to report. All prior high-significance items are carried forward as ongoing.
Key developments
- US-Iran deal imminent: Strait of Hormuz to reopen, nuclear material to be transferred, signing expected within days
- SpaceX IPO surges to $175, Elon Musk becomes first trillionaire; options to trade Tuesday
- Wedbush's Dan Ives suggests Tesla-SpaceX merger possible within next year
- Oil prices fall 3-4% on US-Iran deal hopes; US military moving 7 million bpd out of Persian Gulf
- US Energy Secretary: US military helping move 7 million bpd out of Persian Gulf