WS #8504
No material new developments in the last 30 minutes. The prior synthesis remains current with no counter-signals or de-escalation to report.
Key developments
- Trump admin proposes 82% North American content, 50% U.S. content for USMCA autos
- Federal judge temporarily blocks Trump's $1.776B anti-weaponization fund
- Chevron's Tengiz oil field production plunges to near zero after accident, gradually resuming
- EU economic powers strike deal to push capital markets merger
- SentinelOne drops 12% on 8% layoffs and weak guidance
- Micron and SanDisk hit record highs on tight chip supply through 2027
- Canada Q1 GDP contracts 0.1%, second consecutive quarterly decline