WS #6148
No material new developments in the last 30 minutes. The dominant narratives from the previous window (UAE leaving OPEC, Iran war, OpenAI revenue miss, CB Consumer Confidence beat) remain unchanged with no new data points or counter-signals. The situation is stable with no escalation or de-escalation signals.
Key developments
- UAE to leave OPEC and OPEC+ effective May 1, 2026
- OpenAI revenue and user growth miss internal targets, WSJ reports
- Trump claims Iran told U.S. it is in 'state of collapse' and wants Strait of Hormuz reopened
- April U.S. consumer confidence beats expectations (92.8 vs 89.0 est.)