WS #7200
No material new developments in the last 30 minutes. The dominant narratives (Iran oil crisis, Trump-Xi summit, hawkish Fed) remain unchanged with no new data points or counter-signals. All previously reported items are stale and carry forward as ongoing.
Key developments
- Boston Fed's Collins warns rates may need to stay restrictive, possible hike if inflation persists
- Russia launches massive combined air attack on Ukraine, expected to persist
- Trump arrives in China but Xi does not greet him at airport
- OPEC slashes oil demand forecast as Hormuz blockade hammers output
- Foxconn confirms ransomware breach affecting Apple, Google, Nvidia supply chains
- Arm/SoftBank made last-ditch effort to buy Cerebras before IPO