WS #7569

The dominant narrative remains escalating US-Iran tensions, with Trump warning Iran the 'clock is ticking' until harder US strikes, and the IAEA condemning an attack on a nuclear power plant in Abu Dhabi. A new development: US intelligence reports Cuba has acquired 300 military drones from Iran, planning attacks on US soil—this marks a grave escalation. China has agreed to purchase at least $17 billion of US agricultural products annually through 2028, a positive trade signal. Meanwhile, credit markets are shrugging off geopolitical turbulence, and France signals a possible windfall tax on TotalEnergies amid oil price surge. No new data on Ukraine drone attacks. The narrative is ESCALATING on Iran/Cuba front, STABLE on trade.