WS #6130
No material new developments in the last 30 minutes. The dominant Iran conflict narrative remains stable with no new escalations or de-escalations. Other previously noted signals (BOJ, OpenAI, China-Meta, Nvidia, Bitcoin) show no updates. The situation is unchanged from the previous synthesis.
Key developments
- Trump rejects Iran's Hormuz proposal; oil surges past $108/bbl
- BOJ holds rates at 0.75% in split vote; inflation forecast raised to 2.8%
- OpenAI revenue miss; CFO flags compute contract concerns
- China blocks Meta's $2B acquisition of AI startup Manus
- Bitcoin rejected at $79k, trades at $76,923; altcoins slide