WS #7078
No material new developments in the last 30 minutes. The dominant narrative remains the U.S.-Iran conflict and oil price surge, with no counter-signals or de-escalation reported. No new data points to update the previous synthesis.
Key developments
- UAE secretly carried out strikes on Iran, including oil refinery
- Trump invites Elon Musk, Tim Cook, Larry Fink and other CEOs to join China trip for Xi summit
- Nvidia CEO Jensen Huang not invited to join Trump on China trip
- Strait of Hormuz closure pushes crude prices higher
- GM lays off 600 IT workers to hire AI talent