WS #6010
No material new developments in the last 10 minutes. The dominant narratives from the previous window remain unchanged: White House Correspondents' Dinner shooting, consumer confidence plunge, oil price spike, Fed chair nomination, and Middle East tensions. No counter-signals or de-escalation detected.
Key developments
- WHCD Shooting Suspect Targeted Trump, Left Anti-Trump Manifesto
- Fed Expected to Hold Rates at 3.50-3.75% at Powell's Last Meeting; Warsh Nomination Advances
- Strait of Hormuz Blockade Tightens Oil Supply; Israel-Lebanon Ceasefire Frays
- Meta Lays Off 8,000 Employees (10% of Workforce)
- Google Invests $10B in Anthropic with Potential $30B More
- Apple Names John Ternus as Next CEO; Plans Foldable iPhone
- Elon Musk vs OpenAI Trial Starts April 28; Kalshi Odds at 45%
- BYD Accused of Labor Abuses at Hungary Plant