WS #6198
No material new developments in the last 30 minutes. The dominant narratives from the previous window (UAE leaving OPEC, OpenAI revenue miss, Iran blockade, Fed meeting, Robinhood drop, Spirit Airlines impasse) remain unchanged with no new data points or counter-signals.
Key developments
- UAE to leave OPEC and OPEC+ effective May 1, 2026
- OpenAI missing revenue and user targets, renewing AI spending concerns
- Trump prepares for extended blockade of Iran, no de-escalation in sight
- Fed expected to hold rates; Powell may signal future role
- Spirit Airlines $500M US rescue talks hit impasse