WS #9908
No material new developments in the last 30 minutes. The dominant narratives (U.S.-Iran deal, BOJ meeting, B-52 crash) remain unchanged with no new data points or counter-signals. The situation is stable across all themes.
Key developments
- U.S.-Iran interim deal signed to reopen Strait of Hormuz; oil prices tumble
- B-52 bomber crash at Edwards AFB kills 8, including two Boeing employees
- Citi slashes Brent crude forecasts to $75/$70 per barrel after U.S.-Iran deal
- GM in talks to supply weapons parts to Lockheed Martin
- SoftBank Vision Fund CFO Navneet Govil is leaving
- CIA director warned Trump of serious doubts Iran would make nuclear concessions
- Cathie Wood's ARKK sells TSLA, AMD, PLTR, ROKU, SOFI, SHOP in rebalancing
- Oil depot on fire in Russia's Krasnodar region after drone attack