WS #7222
No material new developments in the last 30 minutes. The dominant signals remain the Kevin Warsh Fed confirmation and the Iran oil crisis, both of which were already covered in the previous synthesis. No counter-signals or de-escalation events have emerged.
Key developments
- Senate confirms Kevin Warsh as Fed Chair in 54-45 vote
- Culper Research alleges Nvidia's China revenue never went to zero
- Senate rejects Iran War Powers Resolution 49-50
- UK deploys HMS Dragon and Typhoon jets to Strait of Hormuz
- Discharge petition for Ukraine aid secures 218 signatures, forcing floor vote
- Treasury auctions 5% 30-year bonds for first time since 2007