WS #9836
No material new developments in the last 30 minutes. The US-Iran peace deal narrative remains stable with no new data points or counter-signals. Market reaction continues as previously described.
Key developments
- US-Iran interim peace deal confirmed; Hormuz normalization will take months
- SpaceX IPO euphoria lifts global markets; Musk wealth surpasses Rockefeller
- Zhipu surges 33% as Wall Street bets on China AI after Anthropic curbs
- Elliott takes almost 5% stake in UK distributor Bunzl
- Russian massive strikes on Kyiv; Kyiv-Pechersk Lavra damaged