WS #6442
No genuinely new developments in the last 30 minutes. The previous synthesis remains current with no material changes or counter-signals.
Key developments
- Iran submits 14-point peace proposal via Pakistan; Trump skeptical, IRGC warns of 'impossible operation'
- OPEC+ agrees 188,000 bpd output increase for June; UAE exit effective
- Ukraine strikes Russian Primorsk port, oil tankers, and military ships
- Trump announces 25% auto tariffs on EU imports
- Spirit Airlines shuts down operations due to fuel price surge
- US dollar weakens ~10% since Trump took office
- BofA forecasts AI capex could hit $1 trillion by CY27
- US announces withdrawal of 5,000+ troops from Germany