WS #6888
No material new developments in the last 30 minutes. The Israel-Lebanon escalation remains the dominant signal with no de-escalation or counter-signals detected. All other previously reported items (DJT earnings, jobs report, Goldman forecast, Cloudflare restructuring, Hungary PM change) are unchanged and already captured in the prior synthesis.
Key developments
- Israeli attacks across Lebanon kill at least 19 despite ceasefire
- Trump Media Q1 loss widens to $405.9M on crypto markdowns
- Chevron CEO warns of energy supply disruptions
- Goldman Sachs forecasts Fed rate cuts delayed on inflation