WS #11137
No material new developments in the last 30 minutes. The dominant narratives remain unchanged: oil market de-escalation continues with oversupply fears, AI/tech rally persists with mixed signals (Anthropic export restrictions lifted, Microsoft layoffs), and geopolitical tensions (Taiwan rhetoric, yen weakness) are stable. No counter-signals or non-dominant-narrative developments emerged.
Topics
Key developments
- US lifts export ban on Anthropic's Fable and Mythos AI models
- Microsoft plans layoffs of under 2.5% of workforce
- Yen hits 40-year low at 162.77 per dollar, intervention risk elevated
- VP Vance confirms Strait of Hormuz oil traffic exceeds pre-war levels
- Bitcoin falls to 21-month low of $57,742 on Fed rate hike fears and Strategy sell-off
- South Korea exports surge over 70% YoY on record chip sales
- Japan Tankan big manufacturer sentiment beats at +22, inflation expectations rise
- Gold experiences biggest monthly drop since 2008, down 26% from peak