WS #10491
No material new developments in the last 30 minutes. The dominant signals from the previous window (Pentagon supplemental, gold forecast cuts, Oman Strait of Hormuz commitment, Ukraine drone strikes, AI memory chip supply, post-quantum executive order) remain unchanged with no new data points or counter-signals to report.
Topics
Key developments
- Pentagon seeks ~$80B supplemental for Iran operations; Trump meets defense contractors to accelerate missile production
- Deutsche Bank cuts gold forecasts up to 22% on US monetary policy outlook
- Ukraine warns ceasefire may expire; drone strikes cut Russian gasoline output by 25%
- Trump signs executive orders for quantum computer development and post-quantum cryptography migration
- Iran courts Asian oil buyers after 60-day US sanctions waiver