WS #7556
No material new developments in the last 30 minutes. The dominant narrative from the previous window (UAE drone strike, Trump-Iran tensions, Ukraine strike on Moscow, Gundlach inflation warning, Publicis-LiveRamp deal) remains unchanged with no new data points, counter-signals, or de-escalation signals. The situation is stable with no escalation or de-escalation reported.
Key developments
- Drone strike near Barakah nuclear plant in UAE; UAE confirms, IAEA expresses grave concern
- Trump warns Iran: 'clock is ticking, they better get moving fast'
- Gundlach says Fed rate cut 'just not possible' due to inflation
- Publicis acquires LiveRamp in $2.5B all-cash deal
- Zelensky claims large-scale Ukrainian drone strike on Moscow, hitting oil refinery
- Trump purchased up to $630,000 of Palantir stock in Q1 2026