WS #10853
No genuinely new developments in the last 30 minutes. The US-Iran escalation narrative remains stable with no new strikes or diplomatic moves reported. Serbia's political situation and Anthropic's AI model clearance also show no updates. The market rotation theme persists without fresh data points.
Topics
Key developments
- US strikes Iran, Iran retaliates with drone attack on Bahrain and tanker strike in Strait of Hormuz
- Serbian President Vucic resigns, calls for early elections
- Anthropic close to US clearance to restore Fable 5 model
- Market rotation: RSP outperforms SPY by 5% in June, broadening participation