WS #10956
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran military confrontation and Ukraine refinery strikes, with no new data points or counter-signals to report.
Topics
Key developments
- Oil jumps >$1/bbl after US-Iran strikes over weekend; Strait of Hormuz chaos called 'new normal'
- Axios: US and Iran agree to halt attacks and meet later this week
- Ukraine drone strike sets major Russian oil refinery ablaze; Putin admits fuel shortages
- Fed's Barkin: inflation too high but sees tentative moderation