WS #9729
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran deal rejection and Hezbollah ambush, but no new data points have emerged to alter the prior assessment.
Key developments
- Iran rejects Trump's claim of deal signing tomorrow, calls it 'propaganda event'
- Hezbollah ambushes Israeli tank column in southern Gaza
- Iran secures nuclear facilities, disperses uranium stockpiles
- Polymarket shows heavy betting on Fed 50+ bps rate cut after June meeting
- CLO ETFs boom on higher rates and private debt woes
- NVIDIA moat shifts from chips to interconnects; SNPS, CDNS benefit
- US govt unlikely to extend Anthropic export control to other AI companies
- Palo Alto Networks insider cluster sell of $2.5M