WS #11171
No material new developments in the last 30 minutes. The dominant narratives from the previous window (Ukraine drone strikes on Russian oil infrastructure, Strait of Hormuz tensions, US-Iran talks, Fed commentary, Meta cloud news, Google antitrust ruling, Coinbase surge) remain unchanged with no new data points or counter-signals. The situation is stable across all tracked themes.
Topics
Key developments
- Ukraine drone strikes hit Omsk refinery, Russia's largest, for first time
- Meta's cloud monetization plan crushes CoreWeave and Nebius shares
- Coinbase shares surge 11%
- Fed Chair Warsh taps ex-BOE chief King for communications task force
- US decides against renewing USMCA, shifts to rolling talks