WS #9830
No genuinely new material developments have occurred in the last 30 minutes. The dominant Iran deal narrative remains unchanged, with no counter-signals or new data points to report.
Key developments
- US-Iran peace deal confirmed: Strait of Hormuz to reopen Friday, oil prices plunge 5%
- Treasuries rally as Fed rate hike expectations dialed back on Iran deal
- ByteDance in talks to buy 50,000 GPUs from Chinese chipmaker Iluvatar Corex
- UK seizes Russian shadow fleet oil tanker in English Channel
- Massive Russian missile and drone attack hits Kyiv, damaging historic monastery