WS #10041
No material new developments in the last 30 minutes. The previous synthesis remains current: Fed hawkish hold, Iran deal narrative escalating with counter-signals, oil supply risks, and mixed macro backdrop. No new data points to update the narrative.
Topics
Key developments
- Fed holds rates steady, removes easing bias, dot plot signals potential 2026 hike
- Trump casts doubt on Iran MOU signing, threatens military action
- SpaceX to acquire AI coding platform Cursor for $60B, shares hit new high
- IEA warns oil market could swing to 5M bpd surplus if Middle East production recovers
- Anthropic ordered to suspend AI model access for foreign nationals, meets with Trump admin