WS #6156
No material new developments in the last 30 minutes. The UAE OPEC exit narrative remains dominant with no counter-signals or de-escalation. No new data points to update the previous synthesis.
Key developments
- UAE exits OPEC and OPEC+ effective May 1, weakening oil cartel
- OpenAI misses revenue targets, tech stocks slide
- Jamie Dimon warns of potential bond crisis due to rising global debt
- FCC to review Disney's broadcast licenses over Jimmy Kimmel joke
- Coca-Cola beats Q1 estimates, shares surge