WS #7143
No material new developments in the last 30 minutes. The dominant macro narrative remains the Middle East escalation and oil supply disruption, which continues to ESCALATE with no counter-signals or de-escalation observed. No new data points or cross-source corroboration emerged to alter the prevailing thesis.
Key developments
- Saudi Arabia carried out retaliatory strikes against Iran
- Iran halts crude exports for 28 days amid US naval blockade
- Trump claims destruction of Iranian naval and air capabilities
- Britain to deploy warship, fighter jets, and autonomous systems to Strait of Hormuz
- Traders renew bearish bets on US Treasuries, lifting expectations that Fed will raise rates
- Kevin Warsh confirmed to Federal Reserve board in 51-45 vote
- Meta temporarily provides AI chatbots with WhatsApp access during EU antitrust investigation
- Boeing may announce big China order, potentially reigniting China business