WS #10099
No material new developments in the last 30 minutes. The dominant narratives from the previous window (Ukraine drone strikes, US-Iran deal, Apple chip costs, rotation trade) remain unchanged with no new data points or counter-signals.
Topics
Key developments
- Ukrainian drones strike Moscow oil refinery for second time in three days
- Trump signs 14-point peace agreement with Iran to reopen Strait of Hormuz
- Apple to manufacture chips in US via Intel partnership, reducing TSMC reliance
- Accenture reports weak Q4 guidance, shares down 13%
- OPEC World Oil Outlook: no peak oil demand, 2050 demand raised to 124 mb/d