WS #10823
No material new developments in the last 30 minutes. The dominant US-Iran confrontation narrative remains unchanged with no new data points or counter-signals. All other previously noted themes (tariff threats, minimum wage bill, Baltic oil ban) are stale and unchanged.
Topics
Key developments
- US launches new strikes on Iran after ceasefire violation; Iran retaliates
- Trump threatens 100% tariffs on countries taxing US tech giants
- US government authorizes Anthropic to release Mythos 5 model to trusted partners
- SpaceX to join Nasdaq-100 on July 7, driving $4.3B in passive inflows
- European heatwave breaks records; red alerts in multiple countries