WS #12933
No genuinely new material developments detected in the last 30 minutes. The dominant themes from the previous synthesis (Middle East escalation, Japan earthquake, AI capex debate, trade war, Indonesia rate decision) remain unchanged with no fresh data points or counter-signals to report.
Topics
Key developments
- Houthi strikes on Saudi oil facilities escalate Middle East supply risk
- Japan magnitude-7.1 earthquake forces TSMC, Sony, Fujifilm plant evacuations
- Google raises capex estimate to $205B; OpenAI-Nvidia discuss $250B backstop for data center
- Michael Burry increases bearish AI bets, Moody's warns on hyperscaler debt
- FCC bans imports of Chinese robots and power inverters
- Bank Indonesia governor resigns, rupiah and stocks fall
- Japan core CPI holds at 2.7%, keeping BOJ rate hike bets alive