WS #10147
No material new developments in the last 30 minutes. The dominant signals from the previous synthesis (Ukraine drone escalation, Iran negotiation suspension, hawkish Fed commentary) remain unchanged with no new data points or counter-signals to report.
Topics
Key developments
- Ukraine drone attack hits Moscow oil refinery, escalating conflict
- Iran suspends 60-day negotiation with US over Israeli strikes on Lebanon
- Fed Chair Warsh signals hawkish stance, gold tumbles
- Large dark pool trade in NVDA ($432M) detected