WS #8645
No material new developments detected in the last 30 minutes. The dominant themes of Israel-Lebanon escalation and Ukraine-Russia conflict remain unchanged, with no counter-signals or de-escalation reported. The Fed's Waller stablecoin comments and Nvidia-Microsoft partnership are ongoing but unchanged.
Key developments
- Israeli forces push past Litani River, capture Beaufort Castle, expanding control to nearly one-fifth of Lebanon
- Ukrainian drone strike hits Armavir oil depot, escalating energy supply risks
- Fed Governor Waller says stablecoins will broaden reach of US policy, positive for crypto