WS #10158
No material new developments in the last 30 minutes. The Ukraine drone attack on Moscow oil refinery remains the dominant signal, but no new data points or counter-signals have emerged. The BOJ hawkish comments and Iran peace deal narrative are unchanged from previous synthesis.
Topics
Key developments
- Ukraine launches largest drone attack on Moscow refinery, disrupting airports
- BOJ's Himino signals continued rate hikes as inflation approaches 2%
- USTR launches Section 301 investigation into Germany over pharma pricing
- US and Mexico agree to enhance USMCA regulatory compatibility, third round next month
- Trump claims Iran deal 'unconditional surrender,' CENTCOM lifts blockade