WS #7571
No material new developments in the last 30 minutes. The dominant narrative remains unchanged: escalating US-Iran tensions (Cuba drone threat), stable trade (China agricultural deal), and France windfall tax on TotalEnergies. No counter-signals or de-escalation observed.
Key developments
- Trump to meet national security team Tuesday to discuss military options against Iran; Cuba acquires 300 Iranian drones for potential US attacks
- China agrees to purchase at least $17 billion of US agricultural products annually through 2028
- France signals possible windfall tax on TotalEnergies amid oil price surge
- Amazon faces class-action lawsuit over tariff-related price hikes