WS #7083
No material new developments in the last 30 minutes. The dominant narratives (U.S.-Iran conflict, UK political crisis, Fed succession) remain unchanged with no new data points or counter-signals. All previously reported items are stale and not refuted, but no new information warrants inclusion.
Key developments
- UAE carried out military strikes on Iran, including oil refinery attack - WSJ
- US SPR released 8.6 million barrels last week, largest weekly release ever
- Japan Finance Minister confirms deepened forex coordination with US Treasury
- OpenAI-Microsoft revenue-sharing payments capped at $38 billion
- Former World Bank chief urges China to stop hoarding food and fertiliser
- 184 sanctioned Russia-linked ships entered UK waters since interception threat