WS #9962
No genuinely new material developments have emerged in the last 30 minutes. The dominant US-Iran ceasefire deal narrative remains stable with no new details or counter-signals. The Fed rate hike narrative also shows no new data points. The window contains only noise or repetition of previously reported items.
Key developments
- US-Iran ceasefire deal signed: immediate lifting of oil sanctions, $300B fund, Iran to destroy enriched uranium
- Oil prices crash: WTI down ~6%, Brent down ~5% as traders bet war is over
- Citadel Securities sees rising odds of Fed rate hikes starting in September
- Coinbase launches tokenized stocks, options, AI advisor, consumer finance products
- Ukraine drone strike hits Moscow oil refinery; Zelensky visits G7
- CIA reportedly doubting Iran deal; DOJ investigates Gavin Newsom
- AMD and Rackspace sign definitive agreement for 30 MW of AMD AI compute capacity
- Gildan Activewear shares tumble after short seller report alleging inflated revenue