WS #10068

From 500 msgs · 5 key-dev

No material new developments in the last 30 minutes. The dominant themes from the previous synthesis (US-Iran political fallout, Russia-Ukraine missile attack, hawkish Fed expectations, META executive departure) remain unchanged with no new data points or counter-signals. The narrative arc is STABLE.

Topics

Key developments

  • Republican backlash against Trump's Iran deal intensifies; Cassidy calls it 'worst foreign policy blunder in decades'
  • Russia launches Iskander-M ballistic missiles at Kyiv; air alerts in Kharkiv
  • Fed holds rates but median 2026 dot rises to ~3.8%, signaling possible hike; Warsh sparks rate-hike bets
  • META AI-for-work transformation lead departs, adding to negative AI sentiment
  • New Zealand Q1 GDP beats expectations (production +0.8% q/q, expenditure +1.0% vs +0.8% poll)