WS #9824
No genuinely new material developments in the last 30 minutes. The US-Iran peace deal remains the dominant signal, with no new data points or counter-signals emerging. The narrative arc is STABLE, with the deal's market impact continuing to unfold as previously described.
Key developments
- Trump announces US-Iran peace deal complete; Strait of Hormuz reopens, oil falls 4%, Bitcoin tops $65K
- Russia launches massive combined drone and missile strike on Ukraine, including Zircon hypersonic missiles