WS #6171
No material new developments in the last 30 minutes. The UAE-OPEC exit, Iran war, and other themes remain unchanged from the previous synthesis.
Key developments
- UAE announces exit from OPEC effective May 1, weakening oil cartel
- FCC orders early review of Disney-owned ABC station licenses
- Trump says Iran wants Strait of Hormuz reopened, hints at de-escalation
- Goldman Sachs warns of short-term US stock pullback due to overstretched positioning
- OpenAI brings models to Amazon Web Services, ending Microsoft exclusivity