WS #9816
No genuinely new developments in the last 30 minutes. The Iran peace deal narrative remains dominant and unchanged, with no counter-signals or new data points. All other signals are noise or stale.
Key developments
- US and Iran reach peace deal; Trump announces deal complete, Strait of Hormuz to reopen
- Oil prices fall over 4% on Iran deal; Brent crude hits $83.51, US crude touches $80.25
- US stock futures rally on Iran peace deal; S&P 500 +0.7%, Nasdaq +1.1%, Dow +304 pts
- China consumer spending may have contracted for first time since pandemic
- Israel rejects Lebanon-related terms in US-Iran agreement