NEW: 🇺🇸 Trump invokes Defense Production Act over 'systemic constraints' in munitions industry — presidential memo

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NEW: 🇺🇸 Pentagon says it used xAI's Grok to help with Iran bombings earlier this year

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NEW: 🇺🇸 US-Iran deal allows Tehran to immediately sell oil — WSJ reports

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NEW: 🇺🇸 US-Iran sanctions waiver for oil sales takes effect upon deal signing this week, covering banking, transport, and insurance — WSJ reports

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NEW: 🇺🇸 Treasury to issue sanctions waivers for Iranian oil, gas, petrochemical products on Friday — first free exports in over 7 years

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NEW: 💻 Microsoft weighs integrating DeepSeek into Copilot Cowork — Axios reports

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NEW: 🇺🇸/🇮🇷 U.S. intelligence assessment says Iran can shut Strait of Hormuz 'at will' with no U.S. military option to reopen — CNN reports

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NEW: 🇺🇸 US 20-year bond auction yields 4.927% with bid-to-cover 2.75, selling $13 billion

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NEW: 🇺🇸 US halts planned IDF operation in Gaza Strip — Israeli Channel 13 reports

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NEW: 🇮🇷 Al-Arabiya claims to have obtained leaked U.S.-Iran MoU detailing terms including Hormuz blockade lift, U.S. naval withdrawal, and $300 billion reconstruction fund

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NEW: 🇮🇷 US-Iran framework agreement includes plans for a $300B private investment fund for Iran — source with direct knowledge

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NEW: 🇫🇷 French central bank sees Q2 GDP stalling after Q1 contraction, cuts 2026 growth forecast to 0.5% from 0.9%

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NEW: 🇫🇷 French central bank sees 2026 inflation at 2.5%, sharply up from 1.7% previously forecast

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NEW: 🇺🇸 US Treasury yields fall as Federal Reserve begins two-day monetary policy meeting

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NEW: 🇮🇷 Iran FM Araqchi: US-Iran negotiations to start on same day MoU is signed, 60 days for final deal on nuclear issue and sanctions relief

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NEW: 🇮🇷🇺🇸 More than half of $300 billion in reparations to Iran already 'committed' — Reuters

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NEW: 🗣️ Trump signals he could send details of US-Iran deal to Congress, facing lukewarm reception

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NEW: 🇺🇸 US DOJ moves to dismiss private lawsuit against xAI on national security grounds, citing Grok Gov's role in military ops

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NEW: 🇺🇸 US Commerce Secretary Lutnick warns Anthropic of curbs on top AI models, leading Anthropic to disable Mythos — sources

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NEW: 🏦 Fed Chair Warsh expected to withhold dot plot from interest rate outlook, reducing forward guidance.

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NEW: 🇮🇷 Iran's IRGC drone strikes target Kurdish opposition headquarters in Erbil, Iraqi Kurdistan

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