WS #10773
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran tensions and oil price dynamics as previously reported, with no new data points or counter-signals to update the assessment.
Topics
Key developments
- Trump accuses Iran of violating ceasefire with drone attack on Strait of Hormuz ship
- Citi cuts tech weighting to market weight from overweight
- Bitcoin dips below $60K for first time since Q3 2024 amid tech bear market
- Jefferies survey signals accelerating software, cloud, and AI budget growth in 2026
- Brent erases Iran war premium as Hormuz flows show signs of recovery