WS #9966
No material new developments in the last 30 minutes. The dominant US-Iran ceasefire narrative remains stable with no new data points. No counter-signals or non-dominant-narrative developments emerged.
Key developments
- Iran deal includes $300B private investment fund, more than half committed
- China May retail sales miss, fixed investment weakens further
- Goldman Sachs records $1 trillion in first-half M&A volume, up 71% YoY
- B-52 bomber crashes at Edwards Air Force Base
- FBI foils drone attack plot targeting UFC event near White House
- Binance expected to lose EU license under MiCA rules
- Rivian lays off less than 2% of staff, misses 2027 profit target
- Semiconductor stocks sell off: INTC -7.43%, AMD -6.28%, MU -5.05%