WS #9979
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran peace deal framework (de-escalating) and the Ukraine drone strike on Moscow's oil refinery. No new data points or counter-signals have emerged to alter the previous assessment.
Key developments
- US and Iran agree to 60-day ceasefire, Strait of Hormuz to reopen
- Ukrainian drone strike hits Moscow's largest oil refinery, halting operations
- Netflix officially denies rumors of acquiring Lionsgate
- GameStop investor sues to halt shareholder vote on CEO Ryan Cohen's pay package
- World Gold Council survey: central banks likely to increase gold buying over next 12 months