WS #9722
No material new developments in the last 30 minutes. The US-Iran deal narrative remains unchanged with no new data points, and the Anthropic export control story has not been updated. The dominant themes are stable with no counter-signals or de-escalation.
Key developments
- Trump says Iran deal to be signed 'tomorrow', Strait of Hormuz open to all
- US government suspends foreign access to Anthropic's advanced AI models
- Murban crude oil down 4.85% amid US-Iran deal hopes
- US forces down Iranian drone aimed at shipping in Strait of Hormuz