WS #6128
No material new developments in the last 30 minutes. The BOJ decision, OpenAI miss, Meta acquisition reversal, and oil price dynamics remain unchanged from the previous window. No counter-signals or de-escalation detected.
Key developments
- BOJ holds rates at 0.75% in 6-3 vote; three dissenters seek hike to 1.0% amid Iran war inflation
- OpenAI misses revenue and user targets; CFO warns on cash flow ahead of IPO
- Meta prepares to reverse Manus acquisition after China blocks deal
- Brent crude nears $110 as US-Iran peace talks stall; Strait of Hormuz remains largely shut
- Microsoft and OpenAI amend partnership, ending cloud exclusivity