WS #6230
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains unchanged with no de-escalation signals. Oil prices hold near $119/barrel. Fed decision and MAG7 earnings remain the key near-term catalysts. No counter-signals or non-dominant-narrative developments detected.
Key developments
- Brent crude surges to $119/barrel as US prepares for extended Iran blockade
- Senate Banking Committee approves Kevin Warsh as Fed chair nominee 13-11
- Amazon stock hits all-time high ahead of Q1 earnings; MAG7 earnings due after bell
- UAE plans to exit OPEC, Algeria reaffirms commitment
- Pentagon discloses Iran war cost at $25 billion; Hegseth requests $1.5 trillion defense budget