WS #6405
No material new developments in the last 30 minutes. The dominant narrative remains unchanged: US-Iran conflict escalation, oil supply disruption, and trade tensions continue to drive markets. No counter-signals or de-escalation events detected.
Key developments
- Iran cuts oil output as US blockade tightens; exports plunge, storage fills
- Senior Iranian official warns war 'likely' to resume; Trump says US 'better off' without deal
- US announces withdrawal of 5,000 troops from Germany; Polish PM warns of NATO disintegration
- Spirit Airlines ceases operations immediately after failed $500M bailout
- Oil tanker hijacked off Yemen, fourth piracy incident in two weeks
- Meta acquires robot AI startup; raises 2026 capex guidance to $145B
- Pentagon expands classified military AI use with Nvidia, Microsoft, Amazon, Oracle
- Fed officials signal rate hikes possible if oil stays over $100; inflation data 'bad news'