WS #7560
No material new developments in the last 30 minutes. The dominant narratives (US-Iran tensions, Bill Gates MSFT sale, China ag purchases, Ukraine drone strikes, Ebola PHEIC, Publicis-LiveRamp) remain unchanged with no new data points, counter-signals, or de-escalation signals detected.
Key developments
- Trump warns 'clock is ticking' for Iran; Iran threatens to shut down Persian Gulf oil
- Bill Gates Foundation liquidates entire $3.2B MSFT position
- China commits to buy at least $17B/year of US agricultural products through 2028
- Ukrainian drones destroy Russian oil transshipment station near Moscow
- WHO declares Ebola outbreak a Public Health Emergency of International Concern